Brian
Boswell
Newbridge Wealth Management
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About this Advisor
Brian Boswell is a financial advisor based in Malden, Massachusetts, working with Newbridge Wealth Management. Brian has previously held positions at Ascensus Broker Dealer Services, Inc, Mass Mutual Life Insurance Company, Mml Investors Services, Savingforcollege.Com, and 529 Expert, LLC. Brian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts and Pennsylvania. Currently, Brian is part of Newbridge Wealth Management, which operates out of Malden, Massachusetts. The firm has 3 offices and 3 employees. The firm manages assets totaling $132.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Newbridge Wealth Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Newbridge Wealth Management Brokerage Details
$132,000,000
3
477
$276,730
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brian Boswell Work History
Mml Investors Services
Mass Mutual Life Insurance Company
529 Expert, LLC
Savingforcollege.Com
Ascensus Broker Dealer Services, Inc
Disclosures
Please visit the SEC profile of Brian Boswell 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 Wealth Management
Malden, MA
Berwyn, PA
Berwyn, PA
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