Brian Merritt Boswell
Investment adviser representative at Newbridge Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$219.5MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Newbridge Wealth ManagementMar 2022 to now
- MML Investors ServicesJan 2020 to now
- Mass Mutual Life Insurance CompanyDec 2019 to now
- 529 Expert, LLCAug 2017 to Dec 2019
- Savingforcollege.comMar 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MA).
Newbridge Wealth Management
Legal name: Newbridge Wealth Management, LLC
$219.5MAssets managed
154Clients
3Advisers
4 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
- 4410706
- Firm CRD
- 169239