Xavier
Patino
Newbridge Financial Services Group, Inc
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About this Advisor
Xavier Patino is a financial advisor based out of Boca Raton, Florida with a total of 6 years of industry experience. Patino is on the advisory team at Newbridge Financial Services Group, Inc. Their career trajectory has included roles at Jp Morgan Chase Bank Na, J.P. Morgan Securities LLC and Newbridge Securities Corp. Patino maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Illinois. Newbridge Financial Services Group, Inc is a firm based out of Boca Raton, FL. The firm has offices in 38 locations and a total of 141 employees. It oversees $472 million in total assets among its 2,184 accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 2,184 customer accounts, just 10% belong to high-net-worth individuals who have greater than $1 million in investable assets. Newbridge Financial Services Group, Inc offers 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 typically are based on the financial services offered. However, fees charged by Newbridge Financial Services Group, Inc can include 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
Xavier Patino Work History
Xavier has been registered as a financial advisor for 6 years.*
Newbridge Securities Corp
J.P. Morgan Securities LLC
Jp Morgan Chase Bank Na
*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 Xavier Patino 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
Morristown, NJ
Boca Raton, FL
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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