AdvisorOS Directory
Claim Profile
GS

Gigi Klara Szekely

NEWPORT GROUP SECURITIES, INC.·LAKE MARY, Florida
Series 14Series 24Series 26Series 52Series 79Series 99Series 7Series 6Series 63SIELicensed in 3 states
Unclaimed Profile
300 PRIMERA BLVD., LAKE MARY, FL 32746CRD# 2530826Firm CRD# 29722
01

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.

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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2530826
Firm CRD# 29722
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LAKE MARY?

Browse all registered financial advisors in LAKE MARY, Florida or claim this profile if it's yours.

Browse LAKE MARY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LAKE MARY
William Hilton Burke — BURKE-LESLIE PROFESSIONAL ASSET MANAGEMENT, LLCBarry Nelson Roderick — COLLABORATIVE WEALTH MANAGEMENT, INC.Alexa Danielle Gellinger — 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile