Gregory Gefen

from Newbridge Financial Services Group, Inc.
SEC regulated
Regulated Investment Advisor
Gregory Gefen is a financial advisor based in Florida, Boca Raton, with 29 years of experience. Gregory currently works for Newbridge Financial Services Group, Inc.. Gregory maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Gregory Gefen works at Newbridge Financial Services Group, Inc.
Newbridge Financial Services Group, Inc. is a financial advisory firm based in Boca Raton, Florida. It currently has approximately $342,182,388 of assets under management and employs about 141 people. Newbridge Financial Services Group, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and solicitor fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and solicitor fees
Office location
1200 North Federal Highway, Suite 400, Boca Raton, Florida, 33432

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