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Michael Douglas Shannon

NEWPORT GROUP SECURITIES, INC.·LAKE MARY, Florida
CFASeries 26Series 6Series 63Series 65SIELicensed in 51 states
Unclaimed Profile
300 PRIMERA BLVD., LAKE MARY, FL 32746CRD# 1314743Firm CRD# 29722
01

About

Michael Douglas Shannon 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# 1314743
Firm CRD# 29722
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Douglas Shannon offer?
Michael Douglas Shannon specializes in Investment Management, Wealth Management. Contact their office in LAKE MARY, Florida for a consultation.
What are Michael Douglas Shannon's credentials?
Michael Douglas Shannon holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael Douglas Shannon located?
Michael Douglas Shannon 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 Michael Douglas Shannon charge for services?
Michael Douglas Shannon'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.Alexa Danielle Gellinger — NEWPORT GROUP SECURITIES, INC.Chad 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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