Brian
Boswell
Newbridge Wealth Management
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About this Advisor
Brian Boswell is a certified financial planner who works in Malden, Massachusetts with a total of 1 year of industry experience. Boswell is an advisor for Newbridge Wealth Management. The advisor has gained experience at Upromise Investments, Inc, Ascensus Broker Dealer Services, Inc, Mass Mutual Life Insurance Company, Mml Investors Services, Savingforcollege.Com and 529 Expert, LLC. Boswell holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to advise clients in Massachusetts and Pennsylvania. Newbridge Wealth Management is a registered investment business that has its headquarters in Berwyn, PA. It has offices in three locations and just four people on staff. It administers $115 million in assets under management between its 867 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 867 client accounts, 84% are associated with high-net-worth individuals who have more than $1 million in investable assets. Newbridge Wealth Management has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules usually vary depending on which services the firm provides the client. However, fee types billed by Newbridge Wealth Management likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Newbridge Wealth Management Brokerage Details
$115,000,000
4
867
$132,641
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brian Boswell Work History
Brian has been registered as a financial advisor for 1 years.*
Mml Investors Services
Mass Mutual Life Insurance Company
529 Expert, LLC
Savingforcollege.Com
Ascensus Broker Dealer Services, Inc
Upromise Investments, Inc
*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 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
Berwyn, PA
Malden, MA
Berwyn, PA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
