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Richard Brad Miller

Newbridge Financial Services Group, Inc.

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About Richard Brad Miller

Richard Brad Miller is a financial advisor at Newbridge Financial Services Group, Inc. Richard has been in the financial industry since 1994 and holds both Series 66 and 63 securities licenses as well as Series 7. Richard is registered with FINRA and the state of Florida. Richard has previous experience with Wachovia Securities, LLC, SouthTrust Securities, LLC and Shochet Securities Inc. Richard specializes in financial planning, selection of other advisers, and portfolio management for businesses and individuals.

Firm Information

Richard Miller 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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Richard Miller’s Registration & Firm History

FL

03/13/2007 - Present

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

FL

04/23/2005 - 02/20/2007

WACHOVIA SECURITIES, LLC (HIALEAH FL)

AL

09/26/2000 - 04/23/2005

SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)

FL

04/07/1994 - 09/29/2000

SHOCHET SECURITIES INC. (BOCA RATON FL)

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Licenses & Designations

BOTH

Issued 11/08/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/07/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/1994

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 Richard Brad Miller.
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