Todd
Weatherwax
Newbridge Financial Services Group, Inc
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About this Advisor
Todd Weatherwax is a financial advisor based out of Boca Raton, Florida who has 3 years of relevant experience. Weatherwax is an employee of Newbridge Financial Services Group, Inc. Over the course of their career, they have held roles at Pfs Investments Inc, Primerica Financial Services, Keiser University, Schlumberger, Valic Financial Advisors, Inc and Newbridge Securities Corporation. Weatherwax has Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida, Hawaii, Louisiana, New Jersey, South Carolina and Texas. Newbridge Financial Services Group, Inc is a registered investment business based out of Boca Raton, FL. The company has offices in 38 locations and a total of 141 financial advisors. It controls $472 million in total assets among its 2,184 accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 2,184 customer accounts, just 10% are held by high-net-worth clients who have greater than $1 million in investable assets. Newbridge Financial Services Group, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice usually vary depending on which services the firm provides the client. Fees billed by Newbridge Financial Services Group, Inc can include any blend 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
Todd Weatherwax Work History
Todd has been registered as a financial advisor for 3 years.*
Newbridge Securities Corporation
Valic Financial Advisors, Inc
Pfs Investments Inc
Primerica Financial Services
Keiser University
Schlumberger
*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 Todd Weatherwax 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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