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William Francis Denney

NEWTON ONE ADVISORS, LLC·NEWARK, Delaware
SIE, Series 6, Series 7, Series 63, Series 65Clean record17 years registeredNEWTON ONE ADVISORS, LLC
131 CONTINENTAL DRIVE, NEWARK, DE 19713CRD# 2062084Firm CRD# 147048

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Francis Denney · NEWARK, DE
Registration
CRD #2062084 · NEWTON ONE ADVISORS, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: NEWTON ONE ADVISORS, LLC
M HOLDINGS SECURITIES, INC.
Oct 2008 – May 2011
NEW YORK, NY
NEWTON ONE ADVISORS
Oct 2008 – Mar 2018
NEWARK, DE
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · October 6, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NEWTON ONE INVESTMENTS LLC
CRD 147048 · SEC 801-69525
AUM
$346M
Regulatory assets under management
Employees
6
450 client accounts
Services offered by NEWTON ONE INVESTMENTS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NEWTON ONE INVESTMENTS LLC →
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Frequently Asked Questions

What services does William Francis Denney offer?
William Francis Denney specializes in Financial Planning, Investment Management.
What are William Francis Denney's credentials?
William Francis Denney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Francis Denney located?
William Francis Denney is based in NEWARK, Delaware, last registered with NEWTON ONE ADVISORS, LLC.
How does William Francis Denney charge for services?
William Francis Denney's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEWTON ONE ADVISORS, LLC?
NEWTON ONE ADVISORS, LLC has approximately 6 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NEWTON ONE ADVISORS, LLC

Eric Christopher Pressler
NEWARK, DE
Ryan Stanley Gwinn
NEWARK, DE
Harold Thomas Hollinger
NEWARK, DE
Scott Roger Snyder
NEWARK, DE
CFPCFA

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