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Gregory Malcolm McLeod

Newbridge Financial Services Group, Inc.

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About Gregory Malcolm McLeod

Gregory McLeod is a financial advisor currently registered with Newbridge Financial Services Group, Inc. Gregory has been working in the industry since 1996 and is licensed to provide financial services in 23 states. Gregory is registered as an investment advisor representative (IAR) in Texas and Florida. Gregory holds a Series 66, Series 63, Series 4 and Series 7 license as well as the SIE.

Firm Information

Gregory McLeod 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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Gregory McLeod’s Registration & Firm History

FL

01/07/2019 - Present

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

FL

11/12/1996 - 01/23/2002

PREFERRED SECURITIES GROUP, INC. (BOCA RATON FL)

SC

07/18/1996 - 04/24/1997

SOUTHERN FINANCIAL GROUP, INC. (COLUMBIA SC)

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Licenses & Designations

BOTH

Issued 07/14/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/04/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2000

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/1996

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 Gregory Malcolm McLeod. Review regulatory record here.
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