Chris
Nelson
Newbridge Financial Services Group, Inc
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About this Advisor
Chris Nelson is a financial advisor working in Sioux Falls, South Dakota who has 5 years of industry experience. Nelson works at Newbridge Financial Services Group, Inc. Over the course of their career, they have held roles at Woodbury Financial Services, Questar Capital Corporation, Questar Asset Management and Newbridge Securities Corp. Nelson maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in South Dakota. Newbridge Financial Services Group, Inc is an advisory business operating out of Boca Raton, FL. The investment advisory business has offices in 38 locations and a total of 141 advisors. It oversees $472 million in total assets among its 2,184 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 2,184 client accounts, just 10% are held by high-net-worth clients who have at least $1 million in investable assets. The company offers a diverse array 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 which service is offered. Fee types billed by Newbridge Financial Services Group, Inc may include 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
Chris Nelson Work History
Chris has been registered as a financial advisor for 5 years.*
Newbridge Securities Corp
Questar Capital Corporation
Questar Asset Management
Woodbury Financial Services
*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 Chris Nelson 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
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Morristown, NJ
Boca Raton, FL
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Boca Raton, FL
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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