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Teresa Jean Sherrard

NEWPORT GROUP CONSULTING, LLC·LAKE MARY, Florida
Series 27Series 99SIE
Unclaimed Profile
300 PRIMERA BLVD., LAKE MARY, FL 32746CRD# 2210293Firm CRD# 140944
01

About

Teresa Jean Sherrard is a registered financial advisor based in LAKE MARY, Florida, affiliated with NEWPORT GROUP CONSULTING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Nonprofits & Foundations
03

Firm Overview

Firm
NEWPORT GROUP CONSULTING, LLC
NEWPORT GROUP CONSULTING, LLC
AUM
$2.6B
Regulatory assets under management
Employees
30
Total firm employees
View all advisors at NEWPORT GROUP CONSULTING, LLC →
Services
Pension consulting
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
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 2210293
Firm CRD# 140944
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Teresa Jean Sherrard offer?
Teresa Jean Sherrard specializes in Retirement Planning, Wealth Management. Contact their office in LAKE MARY, Florida for a consultation.
What are Teresa Jean Sherrard's credentials?
Teresa Jean Sherrard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Teresa Jean Sherrard located?
Teresa Jean Sherrard is based in LAKE MARY, Florida, working with NEWPORT GROUP CONSULTING, LLC. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.
How does Teresa Jean Sherrard charge for services?
Teresa Jean Sherrard'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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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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