AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
LA

Linda J. Acri

NEWBRIDGE SECURITIES
Morristown, NJ 07960
Some features on this profile are disabled
CRD#: 1330930
LA

Professional summary


Linda Jane Acri, who also goes by Linda J Elie, Linda Jane Elie, is a registered financial professional currently at NEWBRIDGE SECURITIES CORPORATION located in Morristown, New Jersey.

Linda is registered as a RR (Registered Representative) and started their career in finance in 1996. Linda has worked at 12 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Linda J Elie | Linda Jane Elie

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) - BD


Click below to view Linda Jane Acri's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

April 7, 2017 - Present

NEWBRIDGE SECURITIES CORPORATION

Office #1: 15 Cattano Avenue Chancery Square, Morristown, NJ 07960
BD
CRD#: 104065
Morristown, NJ
Past

January 11, 2017 - April 13, 2017

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
MORRISTOWN, NJ
Past

March 31, 2014 - January 23, 2017

GARDEN STATE SECURITIES, INC.

BD
CRD#: 10083
RED BANK, NJ
Past

October 16, 2013 - March 27, 2014

PHX FINANCIAL, INC.

BD
CRD#: 144403
NEW YORK, NY
Past

May 13, 2013 - January 6, 2014

ROTHSCHILD LIEBERMAN LLC

BD
CRD#: 10030
ISELIN, NJ
Past

March 22, 2013 - April 3, 2013

ROTHSCHILD LIEBERMAN LLC

BD
CRD#: 10030
NEW YORK, NY
Past

January 2, 2013 - May 6, 2013

GILFORD SECURITIES INCORPORATED

BD
CRD#: 8076
NEW YORK, NY
Past

November 24, 2010 - May 8, 2012

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
ISELIN, NJ
Past

October 27, 2010 - November 26, 2010

JOHN CARRIS INVESTMENTS LLC

BD
CRD#: 145767
HOBOKEN, NJ
Past

February 2, 2009 - November 3, 2010

THINKEQUITY LLC

BD
CRD#: 20996
NEW YORK, NY
Past

September 28, 2006 - April 25, 2008

JOSEPH STEVENS & CO., INC.

BD
CRD#: 35459
OLD BRIDGE, NJ
Past

June 8, 2006 - September 28, 2006

MAXIM GROUP LLC

BD
CRD#: 120708
RED BANK, NJ
Past

October 3, 2003 - July 7, 2006

GRAYSON FINANCIAL LLC

BD
CRD#: 11764
RED BANK, NJ
Past

September 29, 2000 - July 12, 2002

GRAYSON FINANCIAL LLC

BD
CRD#: 11764
RED BANK, NJ
Past

June 4, 1996 - February 2, 1999

M.S. FARRELL & COMPANY, INC.

BD
CRD#: 24232
SYOSSET, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New Jersey
(4/7/2017)
RR
New York
(4/19/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 6/3/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 104065Morristown, NJ 07960

TRUST BUT VERIFY

Monitor Linda Acri

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Sungmin Ryan Park
Sungmin Ryan ParkAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
Florham Park, NJ
Shivam S Mittal
Shivam MittalAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Summit, NJ
Elizabeth Katz Miller
Elizabeth MillerAdvisorCheck Check Mark
SUMMIT PLACE FINANCIAL ADVISORS, LLC
IAR
Summit, NJ
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics