Vincent R. Barbera
NEWBRIDGE WEALTH MANAGEMENT
BRYN MAWR, PA 19010
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CRD#: 4555357
Professional summary
Vincent Roy Barbera, CFP®, who also goes by VInce R. Barbera, is a registered financial advisor currently at NEWBRIDGE WEALTH MANAGEMENT located in Bryn Mawr, Pennsylvania.
Vincent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Vincent has worked at 5 firms and has passed the Series 63 and Series 6 exams.
Core Areas of Focus
Business Owners
College/Education Planning
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing Management
Retirement Planning & Distribution Rules
Biography
Vincent R. Barbera has been working in the financial services industry since the dot.com bust. Mr. Barbera began his career as a financial planner with the Vanguard Group in 2002 and joined TGS Financial Advisors, an independent fee-based RIA firm, in July of 2006. Mr. Barbera established his own Registered Investment Advisor firm, Newbridge Wealth Management, with another like-minded individual, Chris Wiegand.
Mr. Barbera graduated from the University of Pittsburgh with a degree in Psychology and Business. He holds the Certified Financial Planner™ (CFP®) designation and graduated in 2016 with his Masters in Financial Services from Saint Joseph’s University in Philadelphia, PA.
Mr. Barbera is actively involved in the financial planning community, currently serving as Past President on the Board of Directors with the Philadelphia Tri-State chapter of the Financial Planning Association (FPA). In addition to his responsibilities with the local FPA, he is actively involved with his children's education, specifically with the Montessori Children's House of Valley Forge. Vincent has been quoted in numerous publications including; The Wall Street Journal, Financial Planning Magazine, San-Diego Union-Tribune, TheStreet.com, and Kiplinger’s Retirement Report.
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Question & Answer
What are your service offerings?
Estate Planning
Retirement Planning
Business Succession Planning
Comprehensive Financial Planni...
Education Planning
Tax Planning
Investment Planning
Are you a "fiduciary"?
Yes
Aliases
Vince R. Barbera
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.
CRS (Client Relationship Summary) - RIA
Click below to view Vincent Roy Barbera's 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®
CFP®
Start date: 2006
Experience
Current
April 9, 2026 - Present
NEWBRIDGE WEALTH MANAGEMENT
Office #1: 859 W. Lancaster Avenue, Bryn Mawr, PA 19010RIA
CRD#: 169239
BRYN MAWR, PA
Past
January 10, 2022 - March 8, 2023
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
EAGLEVILLE, PA
Past
October 30, 2013 - December 31, 2024
NEWBRIDGE WEALTH MANAGEMENT
RIA
CRD#: 169239
BRYN MAWR, PA
Past
July 19, 2007 - July 2, 2008
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
RADNOR, PA
Past
January 9, 2007 - September 30, 2013
TGS FINANCIAL ADVISORS
RIA
CRD#: 107289
RADNOR, PA
Past
July 24, 2002 - July 20, 2006
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
MALVERN, PA
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".
NEWBRIDGE WEALTH MANAGEMENT
NEWBRIDGE WEALTH MANAGEMENT | VBCW, LLC | NEWBRIDGE WEALTH MANAGEMENT, LLC
CRD#: 169239 / SEC#: 801-123445
RIA
Registered Investment Advisory firm - (3/11/2022 Approved)New Jersey
Registered Investment Advisory firm - (5/28/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/17/2022 Terminated)Texas
Registered Investment Advisory firm - (3/16/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(4/9/2026)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
NEWBRIDGE WEALTH MANAGEMENT
NEWBRIDGE WEALTH MANAGEMENT | VBCW, LLC | NEWBRIDGE WEALTH MANAGEMENT, LLC
CRD#: 169239 / SEC#: 801-123445
RIA
Registered Investment Advisory firm - (3/11/2022 Approved)New Jersey
Registered Investment Advisory firm - (5/28/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/17/2022 Terminated)Texas
Registered Investment Advisory firm - (3/16/2022 Terminated)PREMIUM
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Contact information
Main Address
859 W. Lancaster Avenue, Bryn Mawr, PA 19010
Mailing Address
Phone number
(610) 564-8042
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 800 |
| AUM (Assets Under Management) | $ 219,500,000 |
Red Flags
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