Unclaimed Profile

Sean Noel Havlin

NEWPORT GROUP CONSULTING, LLC·LAKE MARY, Florida

SIE, Series 7, Series 24, Series 27, Series 63, Series 66Clean record24 years registeredNEWPORT GROUP CONSULTING, LLC

300 PRIMERA BLVD., LAKE MARY, FL 32746CRD# 2558651Firm CRD# 140944

Profile Verification

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

Identity

Sean Noel Havlin · LAKE MARY, FL

Registration

CRD #2558651 · NEWPORT GROUP CONSULTING, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NEWPORT GROUP CONSULTING, LLC

WELLS FARGO INVESTMENTS, LLC

Apr 2002 – Oct 2007

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 63

Series 66

Registration record

First registered · April 23, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEWPORT GROUP CONSULTING, LLC

CRD 140944 · SEC 801-66908

AUM

$2.6B

Regulatory assets under management

Employees

706 client accounts

Services offered by NEWPORT GROUP CONSULTING, LLC

Per Form ADV

Pension consulting

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

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at NEWPORT GROUP CONSULTING, LLC →

Introduction

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Frequently Asked Questions

What services does Sean Noel Havlin offer?

Sean Noel Havlin specializes in Retirement Planning, Wealth Management.

What are Sean Noel Havlin's credentials?

Sean Noel Havlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sean Noel Havlin located?

Sean Noel Havlin is based in LAKE MARY, Florida, last registered with NEWPORT GROUP CONSULTING, LLC.

How does Sean Noel Havlin charge for services?

Sean Noel Havlin's firm is compensated through percentage of aum, subscription fees, other: percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEWPORT GROUP CONSULTING, LLC?

NEWPORT GROUP CONSULTING, LLC has approximately 30 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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