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Gregory Malcolm Mcleod

Investment adviser representative at Nfsg Corporation
24 yearsExperience
2 statesRegistered in
$1.1BFirm assets
18 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

24 years in the industry.

  1. Newbridge Securities CorporationOct 2023 to now
  2. Nfsg CorporationJul 2006 to now
  3. Newbridge Securities CorporationJan 2002 to Sep 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Nfsg Corporation

$1.1BAssets managed
3,096Clients
75Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2741097
Firm CRD
130814
Advisor's SEC record (opens in a new tab)
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