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Curtis C Randle El

Newbridge Financial Services Group, INC.
19 Years of Experience
3 DisclosuresBrokerSells Insurance
View SEC Summary
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.
Regulatory
February 2017
Final
Customer Dispute
February 2015
Settled
Employment Separation After Allegations
June 2011
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Curtis is the 100% owner of Randle El Wealth Advisors, LLC, operating as a financial and insurance services provider, and an independent fixed insurance agent. These activities take about a quarter of his time each. Curtis also serves on the board of the Pittsburgh Historic Landmarks Foundation and Endowment Finance Committee and is a volunteer board member for the Greater YMCA of Pittsburgh, dedicating minimal time to each.

Employment History
Current Registrations
Nfsg Corporation
June 2018 - Present · 7 yrs 8 mos
Newbridge Securities CorporationBroker
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
International Assets Investment Management, LLC
January 2016 - February 2018 · 2 yrs 1 mo
International Assets Advisory, LLCBroker
December 2015 - February 2018 · 2 yrs 2 mos
International Assets Investment Management, LLC
December 2015 - December 2015 · 0 mos
Coastal Investment Advisors
December 2014 - December 2015 · 1 yr
Coastal Equities, INC.Broker
December 2014 - December 2015 · 1 yr
Cetera Advisors LLC
November 2014 - December 2014 · 1 mo
Cetera Advisors LLCBroker
November 2014 - December 2014 · 1 mo
Cambridge Investment Research Advisors, INC.
November 2011 - November 2014 · 3 yrs
Cambridge Investment Research, INC.Broker
November 2011 - November 2014 · 3 yrs
PNC Investments
March 2009 - June 2011 · 2 yrs 3 mos
PNC InvestmentsBroker
March 2009 - June 2011 · 2 yrs 3 mos
Hefren-Tillotson, INC.
November 2005 - December 2008 · 3 yrs 1 mo
Hefren-Tillotson, INC.Broker
June 2005 - December 2008 · 3 yrs 6 mos
State Registrations6 states
INMDMIOHPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.