Richard
Parnigoni

Newbridge Financial Services Group, Inc

CRD#1202321
Investment Advisor
in Windham, NH

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About this Advisor

Richard Parnigoni is a financial advisor who works in Windham, New Hampshire. Parnigoni is an advisor for Newbridge Financial Services Group, Inc. Parnigoni has gained experience at Jhfn Sii, Investors Capital Corporation, Cetera Advisors LLC, Lpl Financial LLC, Securities America, Inc, Securities America Advisors, Newbridge Securities Corporation and Newbridge Financial Services Group, Inc. Parnigoni holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New Hampshire. Newbridge Financial Services Group, Inc is a registered investment business that has its headquarters in Boca Raton, FL. The investment advisory business has offices in 38 locations and a total of 141 people on staff. It handles $472 million in assets under management between its 2,184 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 2,184 customer accounts, just 10% are associated with high-net-worth individuals who have at least $1 million in assets. Newbridge Financial Services Group, Inc provides a diverse array 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 charged by financial advisors are based on which service is offered. Fees charged by Newbridge Financial Services Group, Inc likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Windham, NH

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Newbridge Financial Services Group, Inc Brokerage Details

Total Assets Under Management

$471,970,819

NH Average: $1,855,561,029
Total Number of Employees

141

NH Average: 62
Total Number of Accounts

2,184

NH Average: 2,474
Average Account Size

$216,104

NH Average: $750,025

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

Richard Parnigoni Work History

Richard has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Newbridge Securities Corporation

2023 - Present (1 year)

Newbridge Financial Services Group, Inc

2023 - 2023 (< 1 year)

Securities America Advisors

2023 - 2023 (< 1 year)

Securities America, Inc

2021 - 2023 (2 years)

Securities America, Inc

2021 - 2023 (2 years)

Securities America Advisors

2018 - 2021 (3 years)

Lpl Financial LLC

2016 - 2018 (2 years)

Cetera Advisors LLC

2015 - 2016 (1 year)

Investors Capital Corporation

2011 - 2015 (4 years)

Jhfn Sii

*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 Richard Parnigoni 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

John Donoso
Boca Raton, FL
Giovanni Buzzetta
Morristown, NJ
Ivan Gefen
Boca Raton, FL
Jeffrey Eglow
Boca Raton, FL
Gaspar Garcia
Boca Raton, FL
Thomas Avery
Boca Raton, FL
Cameron Blair
Boca Raton, FL
Patrick Baird
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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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.

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