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James Mark Campisi

NEWPORT GROUP SECURITIES, INC.·HEATHROW, Florida
Clean recordNEWPORT GROUP SECURITIES, INC.
300 INTERNATIONAL PARKWAY, HEATHROW, FL 32746CRD# 857881Firm CRD# 29722

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Mark Campisi · HEATHROW, FL
Registration
CRD #857881 · NEWPORT GROUP SECURITIES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Mark Campisi is a registered financial advisor based in HEATHROW, Florida, affiliated with NEWPORT GROUP SECURITIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
NEWPORT GROUP SECURITIES, INC.
NEWPORT GROUP SECURITIES, INC.
AUM
$23.0B
Regulatory assets under management
Employees
38
Total firm employees
View all advisors at NEWPORT GROUP SECURITIES, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 857881
Firm CRD# 29722
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Mark Campisi offer?
James Mark Campisi specializes in Investment Management, Wealth Management. Contact their office in HEATHROW, Florida for a consultation.
What are James Mark Campisi's credentials?
James Mark Campisi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Mark Campisi located?
James Mark Campisi is based in HEATHROW, Florida, working with NEWPORT GROUP SECURITIES, INC.. Their office serves clients in the HEATHROW metropolitan area and surrounding communities.
How does James Mark Campisi charge for services?
James Mark Campisi'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 NEWPORT GROUP SECURITIES, INC.?
NEWPORT GROUP SECURITIES, INC. has approximately 38 employees and manages $23.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NEWPORT GROUP SECURITIES, INC.

Kieran Edward Brady
LAKE MARY, FL
Thomas Rudolph Yeaser
HEATHROW, FL
Kurt James Laning
LAKE MARY, FL
Rebecca Lynn Ning
HEATHROW, FL
Alexa Danielle Gellinger
LAKE MARY, FL
Gigi Klara Szekely
LAKE MARY, FL

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Research
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