Christopher
Shaw
Newbridge Financial Services Group, Inc
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About this Advisor
Christopher Shaw is a financial advisor operating out of Belmont, North Carolina with 2 years of relevant experience. Shaw is an advisor for Newbridge Financial Services Group, Inc. During their career, Shaw has held roles at Kalos Capital Inc, Clear Markets North America, The Prudential Insurance Company Of America, Pruco Secuities LLC, Newbridge Securities Corporation, Newbridge Financial Services Group, Inc and Cjs Wealthmanagement. Shaw maintains Series 63, Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina and Texas. Newbridge Financial Services Group, Inc is a registered investment firm that has its headquarters in Boca Raton, FL. The investment advisory business has offices in 38 locations and a total of 141 financial advisors. It handles $472 million in assets under management between its 2,184 accounts, making it one of the bigger financial advisory firms in the United States 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 investable assets. The company offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees typically vary depending on the type of services offered. Fees billed by Newbridge Financial Services Group, Inc most likely consist of 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
Christopher Shaw Work History
Christopher has been registered as a financial advisor for 2 years.*
Newbridge Securities Corporation
Newbridge Financial Services Group, Inc
Cjs Wealthmanagement
Clear Markets North America
The Prudential Insurance Company Of America
Pruco Secuities LLC
Kalos Capital 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 Christopher Shaw 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
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