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Vincent Roy Barbera

Investment Adviser Representative at NEWBRIDGE WEALTH MANAGEMENT

Bryn Mawr, PACRD #4555357Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
1 states
Exams Passed
2

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Pennsylvania
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 7/31/2002
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/23/2002

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Asset tierAnnual rate
Less than or equal to $500k1.25%
Between $500k - $1 million1.25%
Between $1 million - $2.5 million1.00%
Between $2.5 - $4.5 million0.75%
Between $4.5 - $5.5 million0.55%
Between $5.5 - $7.0 million0.45%
Between $7.0 - $10 million0.35%
Greater than $10 million0.00%
Source

Newbridge Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

NEWBRIDGE WEALTH MANAGEMENTCurrent
4/9/2026Bryn Mawr, PA
NEWBRIDGE WEALTH MANAGEMENT
10/30/201312/31/2024Bryn Mawr, PA
ORIGIN FINANCIAL
1/10/20223/8/2023Eagleville, PA
TGS FINANCIAL ADVISORS
1/9/20079/30/2013Radnor, PA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at NEWBRIDGE WEALTH MANAGEMENT

2 other advisors in the directory

View NEWBRIDGE WEALTH MANAGEMENT firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Vincent Roy Barbera has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Vincent Roy Barbera - Financial Advisor in Bryn Mawr, PA | AdvisorFinder