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Kai chong Cheng

Newbridge Financial Services Group, Inc.

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About Kai chong Cheng

Kai Chong Cheng is a financial advisor with Newbridge Financial Services Group, Inc. based in Boca Raton, Florida. Kai Chong Cheng has been in the financial industry since August 2005. Kai Chong Cheng specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisers. Kai Chong Cheng holds Series 63, Series 65, Series 66, Series 7TO, and SIE licenses.

Firm Information

Kai chong Cheng 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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Kai chong Cheng’s Registration & Firm History

FL

04/20/2021 - Present

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

NY

08/29/2005 - 03/02/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/19/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/05/2015

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 09/14/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/04/2019

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/26/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 5 public disclosures for Kai chong Cheng. Review regulatory record here.
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