Cameron
Blair

Newbridge Financial Services Group, Inc

CRD#5872565
Investment Advisor
in Boca Raton, FL

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About this Advisor

Cameron Blair is a financial advisor who works in Boca Raton, Florida, with 1 year of relevant experience. Blair is an employee of Newbridge Financial Services Group, Inc. Blair has gained experience at Edward Jones, Newbridge Financial Services Group Inc and Newbridge Securities Corporation. Blair holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Newbridge Financial Services Group, Inc is a financial advisory business that has its headquarters in Boca Raton, FL. The company has offices in 38 locations and a total of 141 employees. It handles $472 million in assets under management across its 2,184 customer accounts, placing it among the larger firms in the nation by assets under management. Of its 2,184 customer accounts, just 10% belong to high-net-worth investors who have at least $1 million in assets available to invest. Newbridge Financial Services Group, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules depend on which service is provided. Fees charged by Newbridge Financial Services Group, Inc may include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

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

1200 North Federal Highway Suite 400
Boca Raton, FL 33432

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Newbridge Financial Services Group, Inc Brokerage Details

Total Assets Under Management

$471,970,819

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

141

FL Average: 62
Total Number of Accounts

2,184

FL Average: 2,474
Average Account Size

$216,104

FL 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

Cameron Blair Work History

Cameron has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Newbridge Financial Services Group Inc

2022 - Present (2 years)

Newbridge Securities Corporation

2013 - 2021 (8 years)

Edward Jones

*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 Cameron Blair 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

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