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SW

Scott A. Washburn

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CRD#: 1032186
SW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Scott Alden Washburn was a registered financial professional .

Scott is a previously registered financial professional and started their career in finance in 1983. Scott had worked at 14 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 9, 2022 - March 29, 2023

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
BOCA RATON, FL
Past

July 16, 2020 - September 14, 2022

A.G.P. / ALLIANCE GLOBAL PARTNERS

BD
CRD#: 8361
BOCA RATON, FL
Past

February 20, 2015 - July 30, 2020

AEGIS CAPITAL CORP.

BD
CRD#: 15007
BOCA RATON, FL
Past

May 3, 2012 - February 24, 2015

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
BOCA RATON, FL
Past

May 2, 2012 - February 24, 2015

OPPENHEIMER & CO. INC.

BD
CRD#: 249
BOCA RATON, FL
Past

June 1, 2009 - May 1, 2012

MORGAN STANLEY

RIA
CRD#: 149777
NORTH PALM BEACH, FL
Past

June 1, 2009 - May 1, 2012

MORGAN STANLEY

BD
CRD#: 149777
NORTH PALM BEACH, FL
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
PALM BEACH, FL
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
PALM BEACH, FL
Past

April 20, 2004 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
PALM BEACH, FL
Past

April 20, 2004 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PALM BEACH, FL
Past

July 1, 2003 - April 22, 2004

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
PALM BEACH, FL
Past

July 1, 2003 - April 22, 2004

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

November 5, 1999 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
PALM BEACH, FL
Past

November 5, 1999 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

September 27, 1994 - January 5, 2000

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

February 5, 1994 - September 30, 1994

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

November 9, 1988 - February 10, 1994

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

April 11, 1988 - October 31, 1988

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

January 14, 1988 - April 11, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

February 26, 1986 - November 20, 1987

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

July 6, 1984 - February 26, 1986

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

December 3, 1983 - July 24, 1984

MORGAN STANLEY DW INC.

BD
CRD#: 7556

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/12/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


NS
NEWBRIDGE SECURITIES CORPORATION
LUDWIG INVESTMENTS, INC. | NEWBRIDGE SECURITIES CORPORATION | NEWBRIDGE SECURITIES CORP.

CRD#: 104065 / SEC#: , 8-52538

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
1200 North Federal Highway Suite 400, Boca Raton, FL 33432
Mailing Address
1200 North Federal Highway Suite 400, Boca Raton, FL 33432
Phone number
(954) 334-3450
Established
Virginia since 12/17/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
NEWBRIDGE FINANCIAL INC.OWNER
BUDDIE, GIOVINA ANNFINOP/COO/ TREASURER/PRINCIPAL OPERATIONS OFFICER1997691
CASOLARO, THOMAS JOSEPHCO-CEO & CHAIRMAN1812805
CHAMPION, CHAD DANASENIOR MANAGING DIRECTOR, HEAD OF INVESTMENT BANKING AND EQUITY CAPITAL MARKETS3038162
ROBLES, VICTOR MANUELFINOP/CHIEF FINANCIAL OFFICER / PRINCIPAL FINANCIAL OFFICER4490918
SLAVIK, RICHARD WAYNECHIEF COMPLIANCE OFFICER2122910
SPITLER, ROBERT PENDELTONCO-CEO/FINOP/CHIEF FINANCIAL OFFICER / PRINCIPAL FINANCIAL OFFICER4050312

Disclosures


Regulatory Event33
Arbitration4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NEWBRIDGE SECURITIES CORPORATION

CRD#: 104065

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