Brynn Albers

NORTHBRIDGE FINANCIAL GROUP

TAMPA, FL 33607

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CRD#: 7639997

Professional summary

Brynn Albers, who also goes by Brynn R Albers, is a registered financial advisor currently at NORTHBRIDGE FINANCIAL GROUP, LLC located in Tampa, Florida.

Brynn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Brynn has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

Brynn R Albers

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) LPL Financial, LLC; Investment-related; Tampa, FL, 33607; Broker Dealer; Associate; 1/6/2025; 16 hours per month; 10 during trading hours; Assist with account maintenance and operational support

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brynn Albers'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

July 17, 2026 - Present

NORTHBRIDGE FINANCIAL GROUP, LLC

Office #1: 4300 West Cypress Street Meridian Two Building, Suite 370, Tampa, FL 33607

RIA

CRD#: 310394

TAMPA, 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".

NORTHBRIDGE FINANCIAL GROUP, LLC

CRD#: 310394 / SEC#: 801-119466

RIA

Registered Investment Advisory firm - (9/14/2020 Approved)

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

Florida
(7/17/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/13/2026

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 2/28/2023

Securities Industry Essentials Examination

Current Firm

NORTHBRIDGE FINANCIAL GROUP, LLC

CRD#: 310394 / SEC#: 801-119466

RIA

Registered Investment Advisory firm - (9/14/2020 Approved)

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Contact information

Main Address

4300 West Cypress Street Meridian Two Building, Suite 370, Tampa, FL 33607

Mailing Address

Phone number

(813) 877-8000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NORTHBRIDGE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (3/13/2025)

Regulatory assets under management

Total Number of Accounts	1,200
AUM (Assets Under Management)	$ 305,604,820

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.

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Brynn Albers

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brynn Albers's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHBRIDGE FINANCIAL GROUP, LLC

Primary Firm SEC Registration

NORTHBRIDGE FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/13/2026

SIE

Date: 2/28/2023

Current Firm

NORTHBRIDGE FINANCIAL GROUP, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NORTHBRIDGE FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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