Newbridge Securities Corporation

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
130
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
104065
Registered since
July 14, 2000

Firm profile

FINTRX

Overview

Newbridge Securities Corporation is organized as a corporation and is classified as an investment bank. Ownership is listed as a mix of a domestic entity and an individual, indicating private ownership rather than a publicly held structure. The firm's profile identifies it as not operating as a capital allocator and not engaging as an active ESG investor. The available data does not characterize Newbridge as an advisory firm with multi-state adviser status or pension consulting capabilities. Core business lines, client segments, fee schedules and specific advisory activities are not detailed in the source data, so the firm reads as positioned toward investment-banking activity rather than wealth-management or registered advisory operations.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
1200 N Federal Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth