Newbridge Financial Services Group, Inc. (hereinafter “NFSG”) is an SEC registered investment adviser based in Boca Raton, Florida. We are a corporation organized under the laws of the State of Florida. NFSG has been registered with the SEC since 2007. The firm’s principal owner is Newbridge Financial, Inc. which is also the parent company to Newbridge Securities Corporation (“NSC”), a securities broker-dealer and member firm of the Financial Industry Regulatory Authority (“FINRA”). Newbridge Financial, Inc. is primarily owned by Guy S. Amico and Scott H. Goldstein. As of December 31, 2023, we manage $396,578,803 in Client assets on a discretionary basis, and $169,668,351 in Client assets on a non-discretionary basis. We provide the following services:  Asset Management Services  Selection of Third-Party Managers  Financial Planning The following paragraphs describe what we do and what we charge. Each investment advisory service is listed below and describes how we tailor our advisory services to your individual needs. Also, you may see the term Associated Person throughout this Brochure. As used in this Brochure, this term refers to anyone from our firm who is an officer, employee, and all individuals providing investment advice on behalf of our firm. Wrap Fee Program NFSG’s “wrap fee program” is a program that offers participants a suite of services such as asset allocation; portfolio management; trade execution; and certain administration activities, all for a single fee – typically an asset-based percentage of the account. The wrap fee brochure provides clients with disclosure information about the wrap fee program. NFSG manages client portfolios on either a discretionary or non-discretionary basis. NFSG receives a portion of the wrap fee for its services. We tailor our advisory services to the individual needs of clients. Investment recommendations are determined based upon the analysis of the client’s investment objectives, risk tolerance, net worth, net income, age, time horizon, tax situation and other suitability factors. Restrictions and guidelines imposed by the client may affect the composition and performance of custom portfolios (as a result, performance of custom portfolios within the same investment objective may differ and the client should not expect that the performance of his/her custom portfolios will be identical to any other individual’s portfolio performance). We then monitor your portfolio’s performance on an ongoing basis and rebalance the portfolio whenever necessary due to changes that occur in market conditions, your financial circumstances, or both. As referenced above, NSFG offers discretionary and non-discretionary Asset management services to our clients and prospective clients. Discretionary portfolio management services means that once the portfolio has been agreed upon, the ongoing supervision and management of the portfolio will be our responsibility. This authority is granted to us by you in a written agreement. This allows our firm to decide on specific securities, the quantity of the securities and the execution of buy or sell orders for your account without obtaining your approval for each transaction. This type of authorization is done using either the investment advisory agreement you sign with our firm, a limited power of attorney agreement, or trading authorization forms. You may limit this authority by setting a limit on the type of securities that can be purchased for your account. Simply provide us with your restrictions or guidelines in writing. The non- discretionary portfolio management service means that we must obtain your approval prior to making any transactions in your account. We create your investment portfolio depending upon what we decide would work best for you. Generally, we customize your investment portfolio by investing in a diversified portfolio consisting of equities, exchange traded funds (ETFs) and/or exchange traded notes (ETNs), mutual funds, fixed income securities, and other types of investments as deemed appropriate for your risk profile and investment goals. Our investment approach involves selectively allocating assets among various asset classes in a manner that is consistent with your risk tolerance and return objectives. Selection

of Third-Party Managers NFSG has entered into agreements with various TPAMs (“Third-Party Asset Managers”) for the provision of certain investment advisory services. NFSG will provide individualized advisory services to their clients through the selection of a suitable TPAMs. Factors considered in the selection of a TPAM include but may not be limited to: i) NFSG’s preference for a particular TPAM; ii) the client’s risk tolerance, goals and objectives, as well as investment experience; and, iii) the amount of client assets available for investment. In order to assist clients in the selection of a TPAM, an Associated Person of NFSG will typically gather information from the client about the client’s financial situation and investment objectives. NFSG may select a TPAM for the management of a portion of or your entire portfolio. Portfolio customization is achieved by blending traditional investment strategies with an allocation to asset classes. The investment strategy may embrace value, growth or contrarian investing styles. Typically, the TPAM will exercise discretion in the management of client accounts. This means that the manager selected will have the ability to buy and sell securities in your account without obtaining your approval. NFSG has arrangements with three types of TPAMS: Sub-Advisor, Promoter or Co-Fiduciary. The type of TPAM program will determine the level of service provided by NFSG and the TPAM. NFSG currently recommends the following TPAMS to clients: Promoter TPAMs
• Bellatore Financial, Inc.
• The Pacific Financial Group Sub-Advisor TPAMs
• Atomi Financial Group Inc., DBA Alternativ Wealth Co-Fiduciary TPAMs
• Claraphi Advisory Network, LLC Promoter TPAMs: In a Promoter arrangement, NFSG refers Clients to a TPAM, which is solely and exclusively responsible for providing ongoing investment advisory services and asset management. NFSG is compensated for referring clients as a promoter to TPAMs for assisting in the establishment and ongoing administration of client’s relationship with the TPAM. NFSG does not provide ongoing investment advice or serve as a fiduciary under a promoter arrangement with a TPAM. Under this arrangement, client enters into an agreement with TPAM only. A Promoter disclosure would be provided to the client detailing the arrangement between NFSG and TAPM. Sub-Advisor TPAMs: In a Sub-Advisor arrangement, the TAPM is responsible for asset management. NFSG is the primary investment advisor and serves as a fiduciary in accordance with the Investment Advisors Act of 1940. NFSG may recommend specific investments, model portfolios, or strategies as well as conduct ongoing supervision and monitoring of client’s portfolio. Clients enter into an agreement with NFSG detailing the roles of the Advisor and the client. Co-Fiduciary: NSFG enters into Co-Fiduciary arrangements with 3rd parties. In these arrangements, NSFG is the Investment Advisor and the 3rd party is retained by NSFG to serve as the Investment Manager (“IM”). The Investment Advisor and IM are both acting as fiduciaries with respect to the client accounts, meaning they are both required to put the interests of the clients above their own in connection with the management and administration of the account. As the Investment Advisor, NSFG determines the suitability of services to be provided by the IM and the IM will oversee and implement the investment strategies chosen and communicated by NSFG on a discretionary basis for the benefit of NSFG’s clients. You may obtain a copy of a TPAMs Form ADV Part 2A by visiting https://adviserinfo.sec.gov/ or upon request from the TPAM. Financial Planning A financial plan is a comprehensive statement of an individual's long-term objectives for security and well- being and a detailed savings and investing strategy for achieving those objectives. Clients purchasing this service will receive a written report detailing a financial plan designed to reach his or her stated financial goals. Implementing the financial plan is solely at the client’s discretion.