Newman Wealth Management Advisors- Financial Advisor Morristown, NJ

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About Newman Wealth Management Advisors

Our mission is to provide you outstanding service and robust tools to help put you on the path for financial independance. We are committed to putting all of our resources into helping you accomplish your goals, communicating with complete transparency so that you are always aware of what's happening with your money. As we partner with you in pursuing your goals, we want you to understand your investments. We guide you in making investment decisions that support your values. Our focus is on developing meaningful, life-long relationships that are based on trust, loyalty, integrity and dignity.

See Disclosures

General Information

Firm Start Year

2020

Firm CRD#

155216

Insurance License#

1626251

States Licensed in

CA, CO, CT, FL, IL, MA, MD, MI, NC, NH, NJ, NY, PA, TX, VA, VT, WA.

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors

Foreign Languages Serviced

English

Advisory Services Provided

Money Management, Wealth Management, Financial Planning for Individuals, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 63, Series 65

Insurance and Annuity Licenses

Life, Health, Accident

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Assets Managed by Advisor

59,070,882

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Based on Assets

Fee % Based on Assets

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Newman Wealth Management Advisors are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Newman Wealth Management Advisors