Kai Chong
Cheng
Newbridge Financial Services Group, Inc
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About this Advisor
Kai Chong Cheng is a financial advisor based in Boca Raton, Florida, working with Newbridge Financial Services Group, Inc. Kai has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Affinity Capital Management LLC, Newbridge Financial Services Group, and Newbridge Securities Corporation. Kai has passed the Series 66, Series 65, and Series 63 regulatory exams and is registered to provide services in the District of Columbia and New York. Currently, Kai is part of Newbridge Financial Services Group, Inc, which operates out of Boca Raton, Florida. The firm has 38 offices and 183 employees. The firm manages assets totaling $566.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Newbridge Financial Services Group, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Newbridge Financial Services Group, Inc Brokerage Details
$566,247,154
183
2,506
$225,957
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kai Chong Cheng Work History
Newbridge Financial Services Group
Newbridge Securities Corporation
Newbridge Financial Services Group
Affinity Capital Management LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Kai Chong Cheng to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Newbridge Financial Services Group, Inc
Boca Raton, FL
Birmingham, AL
Boca Raton, FL
Boca Raton, FL
Morristown, NJ
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
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