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WM

William B. Molloy

NEWBRIDGE SECURITIES
New York, NY 10017
Some features on this profile are disabled
CRD#: 2204529
WM

Professional summary


William Brian Molloy, who also goes by Billy Molloy, is a registered financial professional currently at NEWBRIDGE SECURITIES CORPORATION located in New York, New York.

William is registered as a RR (Registered Representative) and started their career in finance in 1993. William has worked at 13 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Billy Molloy

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 William Brian Molloy'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

May 15, 2019 - Present

NEWBRIDGE SECURITIES CORPORATION

Office #1: 211 East 43rd Street, Suite 1300, New York, NY 10017
BD
CRD#: 104065
New York, NY
Past

January 3, 2017 - May 9, 2019

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
Freeport, NY
Past

May 31, 2016 - December 31, 2016

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
Freeport, NY
Past

November 19, 2007 - June 24, 2016

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
FREEPORT, NY
Past

September 21, 2005 - December 5, 2007

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
STATEN ISLAND, NY
Past

April 8, 2005 - September 26, 2005

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
BOCA RATON, FL
Past

May 1, 2002 - May 3, 2005

KIRLIN SECURITIES INC.

BD
CRD#: 21210
SYOSSET, NY
Past

August 29, 2001 - May 1, 2002

CAPITAL GROWTH FINANCIAL, LLC

BD
CRD#: 41040
BOCA RATON, FL
Past

November 8, 2000 - September 26, 2001

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

July 10, 1998 - October 31, 2000

TRADE.COM ONLINE SECURITIES, INC.

BD
CRD#: 36189
NEW YORK, NY
Past

February 12, 1998 - November 20, 1998

LCP CAPITAL CORP.

BD
CRD#: 14469
STATEN ISLAND, NY
Past

January 20, 1998 - February 11, 1998

FIRST SECURITY INVESTMENTS, INC.

BD
CRD#: 24035
KINGSTON, PA
Past

March 18, 1994 - February 1, 1998

NICHOLS, SAFINA, LERNER & CO. INC.

BD
CRD#: 35476
NEW YORK, NY
Past

August 25, 1993 - March 23, 1994

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, 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
California
(7/17/2019)
RR
Connecticut
(6/5/2019)
RR
New Jersey
(7/11/2019)
RR
New York
(5/15/2019)
RR
Texas
(7/26/2019)

Exams


State Security Law Exam
RR
Series 63
Date: 10/29/1993
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)
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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#: 104065New York, NY 10017

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