Leslie
Curran
Newbridge Financial Services Group, Inc
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About this Advisor
Leslie Curran is a financial advisor based out of Boca Raton, Florida, who has 2 years of relevant experience. Curran currently works for Newbridge Financial Services Group, Inc. Over the course of their career, they have held roles at Rumson Fair Haven Run, Edward Jones, Buckman Buckman And Reid, Regal Securities, Regal Advisory Services, Lpl Financial, LLC, Newbridge Securities Corporation and Newbridge Financial Services Group Inc. Curran maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in New Jersey. Newbridge Financial Services Group, Inc is a financial advisory company based in Boca Raton, FL. It has offices in 38 locations and a total of 141 financial advisors. It controls $472 million in assets under management among its 2,184 client accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 2,184 customer accounts, just 10% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees typically are based on which services are offered. However, fee types billed by Newbridge Financial Services Group, Inc may include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Newbridge Financial Services Group, Inc Brokerage Details
$471,970,819
141
2,184
$216,104
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
Leslie Curran Work History
Leslie has been registered as a financial advisor for 2 years.*
Newbridge Securities Corporation
Newbridge Financial Services Group Inc
Lpl Financial, LLC
Regal Securities
Regal Advisory Services
Buckman Buckman And Reid
Edward Jones
Rumson Fair Haven Run
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Leslie Curran 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
Morristown, NJ
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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