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Brian Merritt Boswell

Newbridge Wealth Management

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About Brian Merritt Boswell

Brian Boswell is an Investment Advisor Representative with Newbridge Wealth Management. Brian has over 20 years of experience in the financial services industry. Brian is a Certified Financial Planner® professional. Brian specializes in financial planning, portfolio management for individuals and selection of other advisors. Brian is registered with the Securities and Exchange Commission (SEC) and holds a Series 7, Series 63, Series 66, and Series 24 licenses. Brian has previously worked for MML Investors Services, LLC, ASCENSUS BROKER DEALER SERVICES, INC. and MERCER ALLIED COMPANY, L.P.

Firm Information

Brian Boswell is currently registered with Newbridge Wealth Management. Newbridge Wealth Management is a registered investment advisor based in Bryn Mawr, Pennsylvania, with approximately $160 million in regulatory assets under management. The firm provides financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and pooled investment vehicles. They also offer selection of other advisors.
Newbridge Wealth Management

859 W. LANCASTER AVENUE

BRYN MAWR, PA 19010

$160.00M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Boswell’s Registration & Firm History

MA

02/10/2022 - Present

Newbridge Wealth Management (Malden MA)

MA

02/13/2020 - 02/08/2022

MML INVESTORS SERVICES, LLC (BOSTON MA)

MA

04/12/2011 - 03/21/2016

ASCENSUS BROKER DEALER SERVICES, INC. (NEWTON MA)

NY

03/05/2003 - 01/28/2005

MERCER ALLIED COMPANY, L.P. (COHOES NY)

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Licenses & Designations

BOTH

Issued 05/28/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/22/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/18/2011

Series 24 - General Securities Principal Examination

BC

Issued 02/13/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/21/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Merritt Boswell.
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