Robert
Bragg
Newbridge Financial Services Group, Inc
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About this Advisor
Robert Bragg is a financial advisor based in Boca Raton, Florida, working with Newbridge Financial Services Group, Inc. Robert has previously held positions at Vsr Advisory Services, Vsr Financial Services, Inc, Falcon Financial Services, Inc, and Newbridge Securities Corporation. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Robert 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
Robert Bragg Work History
Newbridge Securities Corporation
Vsr Advisory Services
Vsr Financial Services, Inc
Falcon Financial Services, Inc
Disclosures
Please visit the SEC profile of Robert Bragg 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
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Boca Raton, FL
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Morristown, NJ
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