Curtis
Randle El

Newbridge Financial Services Group, Inc

CRD#4877870
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Curtis Randle El is a financial advisor based in Pittsburgh, Pennsylvania, working with Newbridge Financial Services Group, Inc. Curtis has previously held positions at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Cetera Advisors, LLC, Coastal Equities, Inc, Coastal Investment Advisors, Newbridge Securities Corporation, and International Assets Advisory, LLC. Curtis has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Curtis is part of Newbridge Financial Services Group, Inc, which operates out of Pittsburgh, Pennsylvania. The firm has 38 offices and 183 employees. The firm manages assets totaling $566.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Newbridge Financial Services Group, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

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

945 Liberty Ave, Suite 500
Pittsburgh, PA 15222

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Newbridge Financial Services Group, Inc Brokerage Details

Total Assets Under Management

$566,247,154

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

183

PA Average: 62
Total Number of Accounts

2,506

PA Average: 2,474
Average Account Size

$225,957

PA 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

Curtis Randle El Work History

2018 - Present (6 years)

Newbridge Securities Corporation

2015 - 2018 (3 years)

International Assets Advisory, LLC

2014 - 2014 (< 1 year)

Cetera Advisors, LLC

2014 - 2015 (1 year)

Coastal Equities, Inc

2014 - 2015 (1 year)

Coastal Investment Advisors

2011 - 2014 (3 years)

Cambridge Investment Research, Inc

2011 - 2014 (3 years)

Cambridge Investment Research Advisors, Inc

Disclosures

Please visit the SEC profile of Curtis Randle El 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

Kristi Trowbridge
Birmingham, AL
Philip Rutigliano
Boca Raton, FL
Camilo Quintero Restrepo
Boca Raton, FL
Giovanni Buzzetta
Morristown, NJ
Cameron Blair
Boca Raton, FL
Marc Barton
Boca Raton, FL
Chris Nelson
Sioux Falls, SD
Richard Griffin
Ypsilanti, MI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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