Gregory Malcolm Mcleod

Newbridge Financial Services Group, INC.

29 Years of Experience

6 DisclosuresBroker

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 (6)

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

July 2025

Pending

Customer Dispute

April 2024

Settled

Customer Dispute

May 2023

Settled

Customer Dispute

October 2022

Settled

Customer Dispute

July 2022

Settled

Criminal

January 1992

Final Disposition

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Nfsg Corporation

July 2006 - Present · 19 yrs 7 mos

Newbridge Securities CorporationBroker

January 2002 - Present · 24 yrs 1 mo

Newbridge Securities Corporation

January 2002 - Present · 24 yrs 1 mo

Previous Registrations

Preferred Securities Group, INC.Broker

November 1996 - January 2002 · 5 yrs 2 mos

Southern Financial Group, INC.Broker

July 1996 - April 1997 · 9 mos

State Registrations21 states

AZCACTFLGAILKYMAMDMIMONCNHNJNVNYOHORSCTXVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.