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Camilo Quintero restrepo

Newbridge Financial Services Group, Inc.

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About Camilo Quintero restrepo

Camilo Quintero Restrepo is a financial advisor registered with Newbridge Financial Services Group, Inc. Camilo is a licensed professional with a strong track record in the financial industry. Camilo holds Series 7, SIE, and 66 licenses, and has been active in the industry since 2023. Camilo offers a range of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Camilo works with clients of all types, including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.

Firm Information

Camilo Quintero restrepo is currently registered with Newbridge Financial Services Group, Inc.. Newbridge Financial Services Group, Inc. is a Boca Raton, FL-based registered investment advisor with approximately $566 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They have a wrap fee program and serve a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
Newbridge Financial Services Group, Inc.

1200 NORTH FEDERAL HIGHWAY

BOCA RATON, FL 33432

$566.25M

Assets Under Management

Not reported

Total Clients

68

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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other

Promoter fees

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Camilo Quintero restrepo’s Registration & Firm History

FL

11/29/2023 - Present

Newbridge Financial Services Group, Inc. (BOCA RATON FL)

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Licenses & Designations

BOTH

Issued 11/26/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/08/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/29/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Camilo Quintero restrepo.
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