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RC

Ronald W. Crisp

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CRD#: 1580898
RC

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.

Ronald William Crisp, who also goes by Ron Crisp, Ronald W Crisp, was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 1994. Ronald had worked at 12 firms and has passed the Series 65, Series 6TO, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ron Crisp | Ronald W Crisp

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

July 20, 2020 - August 9, 2021

NFSG CORPORATION

RIA
CRD#: 130814
FORT PIERCE, FL
Past

April 23, 2020 - August 9, 2021

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
BOCA RATON, FL
Past

March 27, 2013 - April 17, 2020

MODERN CAPITAL ADVISORS, LLC

RIA
CRD#: 131117
FORT PIERCE, FL
Past

January 14, 2011 - April 17, 2020

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

BD
CRD#: 130390
RALEIGH, NC
Past

January 8, 2010 - December 30, 2016

CRISP, RONALD W

RIA
CRD#: 123026
FORT PIERCE, FL
Past

October 15, 2009 - December 7, 2010

GRADIENT SECURITIES, LLC

BD
CRD#: 127701
VERO BEACH, FL
Past

May 18, 2009 - November 5, 2009

PEAK SECURITIES CORPORATION

BD
CRD#: 107907
LARGO, FL
Past

July 9, 2008 - October 27, 2008

SOUTHEAST INVESTMENTS, N.C., INC.

BD
CRD#: 43035
CHARLOTTE, NC
Past

October 26, 2006 - January 3, 2008

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
WELLINGTON, FL
Past

October 11, 2006 - January 3, 2008

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
WELLINGTON, FL
Past

July 28, 2005 - October 11, 2006

LINCOLN INVESTMENT

RIA
CRD#: 519
LAKE WORTH, FL
Past

July 14, 2005 - October 11, 2006

LINCOLN INVESTMENT

BD
CRD#: 519
LAKE WORTH, FL
Past

April 22, 2002 - July 15, 2005

VERITRUST FINANCIAL, LLC

BD
CRD#: 106594
AUSTIN, TX
Past

October 30, 2001 - July 21, 2005

CRISP, RONALD W

RIA
CRD#: 123026
LAKE WORTH, FL
Past

October 20, 1994 - April 22, 2002

ARAGON FINANCIAL SERVICES, INC.

BD
CRD#: 16023
IRVINE, CA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NC
NFSG CORPORATION
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | NFSG CORPORATION | NEWBRIDGE FINANCIAL SERVICES, INC.

CRD#: 130814 / SEC#: 801-68448

RIA
Registered Investment Advisory firm - (11/6/2007 Approved)
Arizona
Registered Investment Advisory firm - (11/8/2007 Terminated)
California
Registered Investment Advisory firm - (11/8/2007 Terminated)
Connecticut
Registered Investment Advisory firm - (11/8/2007 Terminated)
Florida
Registered Investment Advisory firm - (12/12/2007 Terminated)
Illinois
Registered Investment Advisory firm - (11/6/2007 Terminated)
Indiana
Registered Investment Advisory firm - (11/8/2007 Terminated)
Nevada
Registered Investment Advisory firm - (12/17/2007 Terminated)
New Jersey
Registered Investment Advisory firm - (11/14/2007 Terminated)
North Carolina
Registered Investment Advisory firm - (11/8/2007 Terminated)
Pennsylvania
Registered Investment Advisory firm - (11/13/2007 Terminated)
Tennessee
Registered Investment Advisory firm - (12/8/2007 Terminated)
Texas
Registered Investment Advisory firm - (11/8/2007 Terminated)
Virginia
Registered Investment Advisory firm - (11/8/2007 Terminated)

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
IAR
Series 65
Date: 5/30/2001
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 6/28/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


NC
NFSG CORPORATION
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | NFSG CORPORATION | NEWBRIDGE FINANCIAL SERVICES, INC.

CRD#: 130814 / SEC#: 801-68448

RIA
Registered Investment Advisory firm - (11/6/2007 Approved)
Arizona
Registered Investment Advisory firm - (11/8/2007 Terminated)
California
Registered Investment Advisory firm - (11/8/2007 Terminated)
Connecticut
Registered Investment Advisory firm - (11/8/2007 Terminated)
Florida
Registered Investment Advisory firm - (12/12/2007 Terminated)
Illinois
Registered Investment Advisory firm - (11/6/2007 Terminated)
Indiana
Registered Investment Advisory firm - (11/8/2007 Terminated)
Nevada
Registered Investment Advisory firm - (12/17/2007 Terminated)
New Jersey
Registered Investment Advisory firm - (11/14/2007 Terminated)
North Carolina
Registered Investment Advisory firm - (11/8/2007 Terminated)
Pennsylvania
Registered Investment Advisory firm - (11/13/2007 Terminated)
Tennessee
Registered Investment Advisory firm - (12/8/2007 Terminated)
Texas
Registered Investment Advisory firm - (11/8/2007 Terminated)
Virginia
Registered Investment Advisory firm - (11/8/2007 Terminated)
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Contact information


Main Address
1200 North Federal Highway Suite 400, Boca Raton, FL 33432
Mailing Address
Phone number
(954) 334-3450
Established
Firm type
Fiscal year end
# of Employees
89

SEC notice filing (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (4/30/2025)

Regulatory assets under management


Total Number of Accounts3,587
AUM (Assets Under Management)$ 813,494,847

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


NFSG CORPORATION

CRD#: 130814

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