Gary William Boyt

Newbridge Financial Services Group, INC.

26 Years of Experience

7 Disclosures

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

Get directions

History

Regulatory History (7)

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

September 2018

Settled

Judgment / Lien

August 2011

Judgment / Lien

March 2010

Judgment / Lien

May 2009

Judgment / Lien

July 2008

Customer Dispute

November 2002

Denied

Criminal

July 1977

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business Activities

Gary is the owner/president of a tax preparation business since 2021, preparing tax returns for individuals and small businesses. This non-investment related activity takes about 10% of Gary's time during regular business hours.