David Alan Lorber

Newbridge Financial Services Group, INC.

30 Years of Experience

3 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Newbridge Financial Services Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

71 advisors

Number of Clients

2,899 clients

Average Client Portfolio

$281K average

Assets Under Management

$813.5M

Fee Structure

Minimum Investment:$25K

Minimum Annual Fee:$250

Location

1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2024

Settled

Customer Dispute

May 2005

Denied

Customer Dispute

March 2002

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

David works as an insurance agent/insurance sales for life, health, and variable annuity business since 2020. This takes a few hours per week.

Employment History

Current Registrations

Nfsg Corporation

February 2025 - Present · 1 yr

Newbridge Securities CorporationBroker

February 2025 - Present · 1 yr

Previous Registrations

Newbridge Financial Services Group, INC.

February 2020 - February 2023 · 3 yrs

Newbridge Securities CorporationBroker

January 2020 - February 2023 · 3 yrs 1 mo

Pruco Securities, LLC.Broker

August 2019 - November 2019 · 3 mos

Prudential Financial Planning Services

August 2019 - November 2019 · 3 mos

Edward Jones

May 2014 - January 2019 · 4 yrs 8 mos

Edward JonesBroker

May 2014 - January 2019 · 4 yrs 8 mos

National Securities CorporationBroker

April 2012 - May 2014 · 2 yrs 1 mo

National Asset Management, INC.

August 2011 - May 2014 · 2 yrs 9 mos

Vfinance Investments, INCBroker

July 2008 - December 2012 · 4 yrs 5 mos

Newbridge Securities CorporationBroker

January 2003 - July 2008 · 5 yrs 6 mos

Sterling Financial Investment Group, INC.Broker

November 2000 - January 2003 · 2 yrs 2 mos

Joseph Charles & Assoc., INC.Broker

July 1994 - November 2000 · 6 yrs 4 mos

Thomas James Associates, INC.Broker

March 1993 - September 1994 · 1 yr 6 mos

State Registrations25 states

AKARAZCACTDCFLGAIDLAMDMINCNENJNMNYOHOKPARISCVAWAWV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.