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Alexa Danielle Gellinger

NEWPORT GROUP SECURITIES, INC.·LAKE MARY, Florida
Series 24Series 7Series 66SIE
Unclaimed Profile
300 PRIMERA BLVD., LAKE MARY, FL 32746CRD# 5673675Firm CRD# 29722
01

About

Alexa Danielle Gellinger is a registered financial advisor based in LAKE MARY, 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
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
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5673675
Firm CRD# 29722
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alexa Danielle Gellinger offer?
Alexa Danielle Gellinger specializes in Investment Management, Wealth Management. Contact their office in LAKE MARY, Florida for a consultation.
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, working with NEWPORT GROUP SECURITIES, INC.. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.
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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Other advisors in LAKE MARY
William Hilton Burke — BURKE-LESLIE PROFESSIONAL ASSET MANAGEMENT, LLCBarry Nelson Roderick — COLLABORATIVE WEALTH MANAGEMENT, INC.Gigi Klara Szekely — NEWPORT GROUP SECURITIES, INC.Matthew Edwin Meyer — NEWPORT GROUP CONSULTING, LLCChad Richmond Justice — COLLABORATIVE WEALTH MANAGEMENT, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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