LA
Lisa A. Armbrust
NFSG | Financial Advisor
DELRAY BEACH, FL
Some features on this profile are disabled
CRD#: 5707010
LA
Professional summary
Lisa Anne Armbrust is a registered financial advisor currently at NFSG CORPORATION located in Delray Beach, Florida and NEWBRIDGE SECURITIES CORPORATION located in Boca Raton, Florida.
Lisa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Lisa has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
(1) FLORIDA ATLANTIC UNIVERSITY Address: Glades Road, Boca Raton, FL, 33486, United States Activity Type: Co-chair of advisory committee for the FRIENDS OF CENTER OF WOMEN, GENDER AND SEXUALITY STUDIES - Start Date: 06/01/2025 New Name as of 11/08/2025. Investment Related by raising money for scholarships and community awareness. 0-1 Hours per month devoted to this business during trading hours. Locations TBD, possibly FAU campus, Local Restaurants. Two events per annum. (2) INSURANCE - Ongoing - Advising clients of insurance product that may fit their needs.
CRS (Client Relationship Summary) - RIA
Click below to view Lisa Anne Armbrust'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®
NoneExperience
Current
July 2, 2025 - Present
NFSG CORPORATION
RIA
CRD#: 130814
DELRAY BEACH, FL
Current
May 29, 2025 - Present
NEWBRIDGE SECURITIES CORPORATION
Office #1: 1200 North Federal Highway Suite 400, Boca Raton, FL 33432BD
CRD#: 104065
Boca Raton, FL
Past
July 8, 2019 - April 30, 2025
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
BOCA RATON, FL
Past
July 3, 2019 - April 30, 2025
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
BOCA RATON, FL
Past
October 28, 2009 - July 5, 2019
MORGAN STANLEY
RIA
CRD#: 149777
BOCA RATON, FL
Past
September 30, 2009 - July 5, 2019
MORGAN STANLEY
BD
CRD#: 149777
BOCA RATON, FL
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Connecticut(7/7/2025)
RR
Florida(7/2/2025)
IAR
Florida(7/2/2025)
RR
Minnesota(10/10/2025)
RR
New York(7/9/2025)
RR
North Carolina(7/14/2025)
RR
Tennessee(7/8/2025)
RR
Texas(8/6/2025)
IAR
Texas(8/6/2025)
RR
Virginia(7/11/2025)
RR
Washington(9/23/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 3,587 |
| AUM (Assets Under Management) | $ 813,494,847 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
NFSG CORPORATION
Financial AdvisorCRD#: 130814Delray Beach, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
