Unclaimed Profile

Alexa Danielle Gellinger

NEWPORT GROUP SECURITIES, INC.·LAKE MARY, Florida

SIE, Series 7, Series 24, Series 66Clean record12 years registeredNEWPORT GROUP SECURITIES, INC.

300 PRIMERA BLVD., LAKE MARY, FL 32746CRD# 5673675Firm CRD# 29722

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alexa Danielle Gellinger · LAKE MARY, FL

Registration

CRD #5673675 · NEWPORT GROUP SECURITIES, INC. · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NEWPORT GROUP SECURITIES, INC.

NEWPORT GROUP CONSULTING, LLC

Jan 2018 – Jan 2022

LAKE MARY, FL

NEWPORT GROUP SECURITIES, INC.

Oct 2015 – Dec 2017

Lake Mary, FL

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Mar 2014 – Sep 2015

ORLANDO, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · March 17, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEWPORT GROUP SECURITIES, INC.

CRD 29722 · SEC 801-60427

AUM

$23.0B

Regulatory assets under management

Employees

75 client accounts

Services offered by NEWPORT GROUP SECURITIES, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at NEWPORT GROUP SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does Alexa Danielle Gellinger offer?

Alexa Danielle Gellinger specializes in Investment Management, Wealth Management.

What are Alexa Danielle Gellinger's credentials?

Alexa Danielle Gellinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alexa Danielle Gellinger located?

Alexa Danielle Gellinger is based in LAKE MARY, Florida, last registered with NEWPORT GROUP SECURITIES, INC..

How does Alexa Danielle Gellinger charge for services?

Alexa Danielle Gellinger'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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