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SG

Steven C. Gordon

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CRD#: 840677
SG

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.

Steven Charles Gordon, who also goes by Steven Charles Gordon Mr., was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1977. Steven had worked at 22 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steven Charles Gordon Mr.

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)


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®
None

Experience


Past

August 22, 2012 - April 28, 2017

NFSG CORPORATION

RIA
CRD#: 130814
PALM BEACH GARDENS, FL
Past

August 3, 2012 - April 28, 2017

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
BOCA RATON, FL
Past

January 18, 2012 - August 3, 2012

INVESTACORP ADVISORY SERVICES INC

RIA
CRD#: 109011
BOYNTON BEACH, FL
Past

December 2, 2011 - August 3, 2012

INVESTACORP, INC.

BD
CRD#: 7684
BOYNTON BEACH, FL
Past

April 1, 2009 - January 3, 2012

DAWSON JAMES SECURITIES, INC.

BD
CRD#: 130645
WEST PALM BEACH, FL
Past

December 9, 2008 - April 3, 2009

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
BOYNTON, FL
Past

October 18, 2007 - August 20, 2008

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
BOYNTON, FL
Past

October 6, 2004 - November 30, 2005

CUMBERLAND BROKERAGE CORPORATION

BD
CRD#: 13409
ARDMORE, PA
Past

June 20, 2002 - October 16, 2002

ASG SECURITIES, INC.

BD
CRD#: 44534
FT. LAUDERDALE, FL
Past

November 7, 2001 - June 19, 2002

COHEN & COMPANY SECURITIES, LLC

BD
CRD#: 104002
PHILADELPHIA, PA
Past

March 30, 2000 - February 25, 2002

ANGEL INVESTMENTS LLC

BD
CRD#: 43863
JUPITER, FL
Past

August 26, 1999 - February 9, 2001

CUMBERLAND BROKERAGE CORPORATION

BD
CRD#: 13409
ARDMORE, PA
Past

December 23, 1997 - May 20, 1999

RYAN BECK & CO.

BD
CRD#: 3248
FLORHAM PARK, NJ
Past

September 29, 1993 - September 24, 1997

VALLEY FORGE SECURITIES, INC .

BD
CRD#: 20892
ROSEMONT, PA
Past

April 22, 1991 - September 18, 1991

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

April 27, 1990 - October 26, 1990

SHAMROCK PARTNERS, LTD

BD
CRD#: 23955
MEDIA, PA
Past

March 2, 1990 - June 6, 1990

JW GENESIS CLEARING CORP.

BD
CRD#: 6631
BOCA RATON, FL
Past

August 4, 1988 - February 25, 1989

PEOPLES BROKERAGE SERVICES, INC.

BD
CRD#: 18397
Past

June 16, 1986 - March 2, 1988

FIRST AMERICAN ASSET MANAGEMENT GROUP, INC.

BD
CRD#: 16661
Past

April 12, 1983 - July 9, 1984

MOSELEY SECURITIES CORPORATION

BD
CRD#: 7908
Past

September 23, 1981 - February 23, 1983

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

January 6, 1981 - July 21, 1981

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

March 24, 1980 - February 6, 1981

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
Past

June 9, 1978 - April 12, 1980

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

July 26, 1977 - June 26, 1978

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/7/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (4/30/2025)

Regulatory assets under management


Total Number of Accounts3,587
AUM (Assets Under Management)$ 813,494,847

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


NFSG CORPORATION

CRD#: 130814

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