Bryan Scott Rathman

Newbridge Financial Services Group, INC.

31 Years of Experience

1 DisclosureBroker

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

211 East 43rd Street, New York, NY, 10017

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History

Regulatory History (1)

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Financial

April 2016

Final

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Other Business Activities

Bryan is a Senior Vice President of Investments at First Colonial Group LLC in New York.

Employment History

Current Registrations

Nfsg Corporation

January 2012 - Present · 14 yrs 1 mo

Newbridge Securities CorporationBroker

December 2011 - Present · 14 yrs 2 mos

Previous Registrations

Maxim Group LLCBroker

November 2008 - December 2011 · 3 yrs 1 mo

Eastbrook Capital Group LLCBroker

January 1998 - November 2008 · 10 yrs 10 mos

Nichols, Safina, Lerner & CO. INC.Broker

January 1996 - January 1998 · 2 yrs

Thomas James Associates, INC.Broker

March 1993 - February 1995 · 1 yr 11 mos

State Registrations41 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.