Unclaimed Profile

Gigi Klara Szekely

NEWPORT GROUP SECURITIES, INC.·LAKE MARY, Florida

Series 14, Series 24, Series 26, Series 52, Series 79, Series 99, Series 7, Series 6, Series 63Clean recordNEWPORT GROUP SECURITIES, INC.

300 PRIMERA BLVD., LAKE MARY, FL 32746CRD# 2530826Firm CRD# 29722

Profile Verification

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

Identity

Gigi Klara Szekely · LAKE MARY, FL

Registration

CRD #2530826 · NEWPORT GROUP SECURITIES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Gigi Klara Szekely 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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

NEWPORT GROUP SECURITIES, INC.

AUM

$23.0B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2530826

Firm CRD# 29722

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gigi Klara Szekely offer?

Gigi Klara Szekely specializes in Investment Management, Wealth Management. Contact their office in LAKE MARY, Florida for a consultation.

What are Gigi Klara Szekely's credentials?

Gigi Klara Szekely is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gigi Klara Szekely located?

Gigi Klara Szekely 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 Gigi Klara Szekely charge for services?

Gigi Klara Szekely'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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