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Is Newbridge Securities a registered investment advisor (RIA)?

April 26, 2017advisor Investment newbridge registered ria securities

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Is Newbridge Securities a registered investment advisor (RIA)?

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No, however our affiliate, Newbridge Financial Services Group, Inc. (“NFSG”) is an SEC registered investment adviser. You may choose to affiliate with our RIA, or you may establish or maintain your own. NFSG’s primary financial planning/managed money platform is Envestnet, and the specific services and costs are available on the Firm’s intranet, “NSCnet.