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Wesley J Litwin

Investment adviser representative at Nfsg Corporation
12 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

12 years in the industry.

  1. Nfsg CorporationJan 2025 to now
  2. Newbridge Securities CorporationOct 2024 to now
  3. In-visionJan 2016 to now
  4. AppleJan 2014 to Jul 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

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

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
8002137
Firm CRD
130814
Advisor's SEC record (opens in a new tab)
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