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Gabriel Martin Antuna

Newbridge Financial Services Group, Inc.

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About Gabriel Martin Antuna

Gabriel Antuna is an investment advisor representative with Newbridge Financial Services Group, Inc. Gabriel has been in the securities industry since 1993. Gabriel is registered with the following securities authorities: The Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC) and 30 state securities authorities. Gabriel is also a Registered Investment Advisor representative. Gabriel is licensed to provide financial planning services, portfolio management services for businesses and individuals, and to select other investment advisors. Gabriel is committed to providing clients with personalized financial advice and investment management services.

Firm Information

Gabriel Antuna 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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Gabriel Antuna’s Registration & Firm History

FL

01/07/2019 - Present

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

NY

02/27/2007 - 07/17/2017

ANDREW GARRETT INC. (NEW YORK NY)

NY

11/16/2005 - 02/28/2007

S.W. BACH & COMPANY (NEW YORK NY)

NY

09/01/2001 - 12/05/2005

KIRLIN SECURITIES INC. (SYOSSET NY)

NY

11/12/1993 - 09/01/2001

M.S. FARRELL & COMPANY, INC. (SYOSSET NY)

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Licenses & Designations

IA

Issued 02/22/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/22/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/02/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Gabriel Martin Antuna.
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