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Vincent Roy Barbera

Newbridge Wealth Management

Bryn Mawr, PA

CRD 4555357

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Employer firm

Newbridge Wealth Management CRD 169239

$220M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Newbridge Wealth Management

859 W. Lancaster Avenue, Bryn Mawr, PA 19010 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-04-09
  • PA RA
    APPROVED
    Since 2026-04-09

Branch Locations

859 W. Lancaster Avenue, Bryn Mawr, PA 19010 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Newbridge Wealth Management, Llc Berwyn PA 10/2013 Present
  • 10/2013 → Present
    Newbridge Wealth Management, Llc
    Berwyn, PA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-07-31
  • S63 Uniform Securities Agent State Law Examination
    2002-07-31
Designations
  • Certified Financial Planner
Other Names
  • Vince R. Barbera

View on SEC IAPD

Nearby Firms

ATAIROS MANAGEMENT, L.P.
ACREWOOD HOLDINGS, LLC
JANNEY MONTGOMERY SCOTT LLC

Nearby Investors

MICHAEL THOMAS NOLAN
BRIAN ANTHONY FLEMING
NORMAN TAYLOR WILDE

Nearby Offices

ATAIROS MANAGEMENT, L.P. · BRYN MAWR, PA
ACREWOOD HOLDINGS, LLC · BRYN MAWR, PA
JANNEY MONTGOMERY SCOTT LLC · Bryn Mawr, PA

More in Bryn Mawr, PA

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