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Douglas Lorie Newhouse

STERLING INVESTMENT PARTNERS ADVISERS, LLC·WESTPORT, Connecticut
Clean recordSTERLING INVESTMENT PARTNERS ADVISERS, LLC
285 RIVERSIDE AVE, WESTPORT, CT 06880-4806CRD# 1071362Firm CRD# 156946

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglas Lorie Newhouse · WESTPORT, CT
Registration
CRD #1071362 · STERLING INVESTMENT PARTNERS ADVISERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Douglas Lorie Newhouse is a registered financial advisor based in WESTPORT, Connecticut, affiliated with STERLING INVESTMENT PARTNERS ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
STERLING INVESTMENT PARTNERS ADVISERS, LLC
STERLING INVESTMENT PARTNERS ADVISERS, LLC
AUM
$1.7B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at STERLING INVESTMENT PARTNERS ADVISERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: MONITORING FEES, AND CERTAIN OTHER PORTFOLIO COMPANY FEES
Regulatory
SEC/IARD CRD# 1071362
Firm CRD# 156946
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Douglas Lorie Newhouse offer?
Douglas Lorie Newhouse specializes in Retirement Planning. Contact their office in WESTPORT, Connecticut for a consultation.
What are Douglas Lorie Newhouse's credentials?
Douglas Lorie Newhouse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Lorie Newhouse located?
Douglas Lorie Newhouse is based in WESTPORT, Connecticut, working with STERLING INVESTMENT PARTNERS ADVISERS, LLC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does Douglas Lorie Newhouse charge for services?
Douglas Lorie Newhouse's firm is compensated through percentage of aum, performance-based fees, other: monitoring fees, and certain other portfolio company fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STERLING INVESTMENT PARTNERS ADVISERS, LLC?
STERLING INVESTMENT PARTNERS ADVISERS, LLC has approximately 20 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STERLING INVESTMENT PARTNERS ADVISERS, LLC

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Morris William Macey
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Pei Nmn Xu
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William Lester Selden
WESTPORT, CT
William Peter Russell
WESTPORT, CT
Charles William Santoro
WESTPORT, CT

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Research
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