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RIA / WealthAdvisorCertified Financial Planner24 years in industry

VINCENT ROY BARBERA

Advisor at NEWBRIDGE WEALTH MANAGEMENT

BRYN MAWR, PA

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Search this name across graphsid dfx:ria:073ebf1d-8d25-da0e-b48f-70a94986a29d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 9, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NEWBRIDGE WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 31, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Jul 31, 2002
First registration: Jan 9, 2007
Dual registered: no
Other names: VINCE R. BARBERA
IAPD individual key: 4555357

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NEWBRIDGE WEALTH MANAGEMENT	Independent wealth	Apr 9, 2026	n/a	yes	BRYN MAWR, PA	Current employment
ORIGIN INVESTMENT ADVISORY LLC	Independent wealth	Jan 10, 2022	Mar 8, 2023	no	EAGLEVILLE, PA\|SARASOTA, FL	Previous registration
NEWBRIDGE WEALTH MANAGEMENT	Independent wealth	Oct 30, 2013	Dec 31, 2024	no	BRYN MAWR, PA	Previous registration
TGS FINANCIAL ADVISORS	Independent wealth	Jan 9, 2007	Sep 30, 2013	no	RADNOR, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NEWBRIDGE WEALTH MANAGEMENT	ORIGIN INVESTMENT ADVISORY LLC	Dec 31, 2024	Jan 10, 2022	-1,086	Firm change after gap	Other
ORIGIN INVESTMENT ADVISORY LLC	NEWBRIDGE WEALTH MANAGEMENT	Mar 8, 2023	Apr 9, 2026	1,128	Firm change after gap	RIA to RIA
TGS FINANCIAL ADVISORS	NEWBRIDGE WEALTH MANAGEMENT	Sep 30, 2013	Oct 30, 2013	30	Firm change	Other

Relationships

Registered with (3)

→ NEWBRIDGE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Oct 30, 2013 to Dec 31, 2024factForm ADV
→ ORIGIN INVESTMENT ADVISORY LLCRegistered adviserregistration: previous registration
Jan 10, 2022 to Mar 8, 2023factForm ADV
→ TGS FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jan 9, 2007 to Sep 30, 2013factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
Vincent Roy Barbera left Newbridge Wealth Management for Origin Investment Advisory Llc (registered 2022-01-10)
Form ADVobserved 5 days ago
Occurred
Mar 8, 2023
Advisor changed firm
Vincent Roy Barbera left Origin Investment Advisory Llc for Newbridge Wealth Management (registered 2026-04-09)
Form ADVobserved 5 days ago