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Douglas Roy Albert

Newbridge Financial Services Group, Inc.

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About Douglas Roy Albert

Douglas Roy Albert is a financial advisor with over 30 years of experience in the industry. Douglas is registered with Newbridge Financial Services Group, Inc. in Boca Raton, FL, and holds Series 7, 63, and 66 licenses. Douglas is also a licensed insurance agent for life and variable life/annuities. Douglas is a trusted advisor for a wide range of clients, including individuals, corporations, charitable organizations, and pension plans. Douglas specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Douglas Albert 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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Douglas Albert’s Registration & Firm History

FL

04/01/2021 - Present

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

NY

01/18/2005 - 01/22/2007

GREAT EASTERN SECURITIES, INC. (SYOSSET NY)

NY

08/13/1992 - 06/24/2004

DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)

NA

07/07/1982 - 12/08/1987

EHRLICH-BOBER & CO., INC.

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Licenses & Designations

BOTH

Issued 12/07/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/31/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 5 public disclosures for Douglas Roy Albert. Review regulatory record here.
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