Newbridge Securities Corporation

Broker-DealerFINRA MemberEst. 2000
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 has been registered with the SEC since 2000. FINTRX classifies the firm as an investment bank rather than a discretionary asset manager: it is not listed as a capital allocator and the database does not record advisory activities, fee schedules, or a defined client base. The firm is owned at the domestic/individual level according to the snapshot data. The profile on file notes the firm is not a multi-state registered adviser and is not characterized as an active ESG investor. Other specialties such as pension consulting or related-adviser status are not indicated in the available information. Beyond the regulatory registration year and organizational classification, FINTRX does not supply details about business lines, product offerings, or the types of clients served.

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

3 of 9
  • Scott Brooks

    Scott Brooks

    Chief Investment OfficerCRD 3235252

  • Kenneth Mahoney

    Kenneth Mahoney

    President, CEOCRD 1911756

  • Joseph Mellusi

    Joseph Mellusi

    CEOCRD 2180257

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Contacts

3 of 121
  • Lisa Armbrust

    Lisa Armbrust

    Registered RepresentativeCRD 5707010

  • Cameron Blair

    Cameron Blair

    Investment Advisor RepresentativeCRD 5872565

  • Michael Zappier

    Registered RepresentativeCRD 4329223

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

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