Vincent R. Barbera
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CRD#: 4555357
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.
Vincent Roy Barbera, CFP®, who also goes by VInce R. Barbera, was a registered financial professional .
Vincent is a previously registered financial professional and started their career in finance in 2002. Vincent had worked at 5 firms and has passed the Series 63 and Series 6 exams.
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
Do you have an area of expertise or specialization?
Business Owners
College/Education Planning
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Are you a "fiduciary"?
No
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.
VBCW LLC DBA NEWBRIDGE WEALTH MANAGEMENT / INVESTMENT RELATED / BERWYN PA / REGISTERED INVESTMENT ADVISOR / FINANCIAL PLANNER / OCT 2013 / 150 HOURS PER MONTH / 100% DURING TRADING HOURS
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®
CFP®
Start date: 2006
Experience
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".
OI
ORIGIN INVESTMENT ADVISORY LLC
BLEND FINANCIAL INC. | ORIGIN INVESTMENT ADVISORY LLC | ORIGIN INSURANCE SERVICES | ORIGIN FINANCIAL | ORIGIN
CRD#: 305353 / SEC#: 801-120236
RIA
Registered Investment Advisory firm - (1/25/2021 Approved)Arizona
Registered Investment Advisory firm - (2/10/2021 Terminated)California
Registered Investment Advisory firm - (3/12/2021 Terminated)Colorado
Registered Investment Advisory firm - (2/26/2021 Terminated)Florida
Registered Investment Advisory firm - (2/10/2021 Terminated)Louisiana
Registered Investment Advisory firm - (2/11/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (2/10/2021 Terminated)Michigan
Registered Investment Advisory firm - (2/11/2021 Terminated)Mississippi
Registered Investment Advisory firm - (2/10/2021 Terminated)New Jersey
Registered Investment Advisory firm - (5/28/2021 Terminated)New York
Registered Investment Advisory firm - (2/10/2021 Terminated)Ohio
Registered Investment Advisory firm - (2/11/2021 Terminated)Oregon
Registered Investment Advisory firm - (3/5/2021 Terminated)Tennessee
Registered Investment Advisory firm - (3/12/2021 Terminated)Texas
Registered Investment Advisory firm - (2/10/2021 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
General Industry/Product Exam
Current Firm
OI
ORIGIN INVESTMENT ADVISORY LLC
BLEND FINANCIAL INC. | ORIGIN INVESTMENT ADVISORY LLC | ORIGIN INSURANCE SERVICES | ORIGIN FINANCIAL | ORIGIN
CRD#: 305353 / SEC#: 801-120236
RIA
Registered Investment Advisory firm - (1/25/2021 Approved)Arizona
Registered Investment Advisory firm - (2/10/2021 Terminated)California
Registered Investment Advisory firm - (3/12/2021 Terminated)Colorado
Registered Investment Advisory firm - (2/26/2021 Terminated)Florida
Registered Investment Advisory firm - (2/10/2021 Terminated)Louisiana
Registered Investment Advisory firm - (2/11/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (2/10/2021 Terminated)Michigan
Registered Investment Advisory firm - (2/11/2021 Terminated)Mississippi
Registered Investment Advisory firm - (2/10/2021 Terminated)New Jersey
Registered Investment Advisory firm - (5/28/2021 Terminated)New York
Registered Investment Advisory firm - (2/10/2021 Terminated)Ohio
Registered Investment Advisory firm - (2/11/2021 Terminated)Oregon
Registered Investment Advisory firm - (3/5/2021 Terminated)Tennessee
Registered Investment Advisory firm - (3/12/2021 Terminated)Texas
Registered Investment Advisory firm - (2/10/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
68 Harrison Avenue Ste 605 Pmb 50966, Boston, MA 02115-1929
Mailing Address
Phone number
(617) 227-3825
Established
Firm type
Fiscal year end
# of Employees
162
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,776 |
| AUM (Assets Under Management) | $ 2,147,404 |
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.
