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Christopher J Shaw

Newbridge Financial Services Group, Inc.

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About Christopher J Shaw

Christopher Shaw is a financial advisor at Newbridge Financial Services Group, Inc. Christopher has been working in the financial services industry for over 16 years. Christopher has held positions at various firms including Kalos Capital, Inc., Clear Markets North America, and Pruco Securities, LLC. Christopher has a wide range of experience in financial planning, portfolio management, and insurance. Christopher is dedicated to providing personalized financial advice to help clients reach their financial goals.

Firm Information

Christopher Shaw 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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Christopher Shaw’s Registration & Firm History

FL

01/24/2022 - Present

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

NC

09/24/2020 - 05/30/2023

NEWBRIDGE SECURITIES CORPORATION (BELMONT NC)

NC

05/15/2019 - 09/15/2020

PRUCO SECURITIES, LLC. (CHARLOTTE NC)

NC

09/14/2011 - 05/09/2019

KALOS CAPITAL, INC. (Belmont NC)

NC

12/14/2005 - 05/03/2010

BLACKBIRD NORTH AMERICA (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 01/30/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/15/2011

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 09/14/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 9 public disclosures for Christopher J Shaw. Review regulatory record here.
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