AdvisorOS Directory
Claim Profile
Unclaimed Profile
TS

Teresa Jean Sherrard

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Teresa Jean Sherrard · LAKE MARY, FL
Registration
CRD #2210293 · NEWPORT GROUP CONSULTING, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
NEWPORT GROUP CONSULTING, LLC
CRD 140944 · SEC 801-66908
AUM
$2.6B
Regulatory assets under management
Employees
30
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

Speak with Teresa

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Teresa is the right fit? Take our 2-minute quiz →

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
04

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at NEWPORT GROUP CONSULTING, LLC

Matthew Edwin Meyer
LAKE MARY, FL
Sean Noel Havlin
LAKE MARY, FL
Steven Francis Schreiber
MOBILE, AL
Stephen J Fehr
MOBILE, AL

More Advisors in LAKE MARY, Florida

Alexa Danielle Gellinger
NEWPORT GROUP SECURITIES, INC.·LAKE MARY, FL
Wesley David Hunter
QTR FAMILY WEALTH, LLC·LAKE MARY, FL
Patrick Stephenson Jolliffe
FAMILYWEALTH ADVISERS LLC·LAKE MARY, FL
George Paul Jackson
JACKSON WEALTH MANAGEMENT, LLC·LAKE MARY, FL
CFPChFC
John David Alvarez
FAMILYWEALTH ADVISERS LLC·LAKE MARY, FL
Torian Johnson
ALECTRA WEALTH ADVISORS, LLC·LAKE MARY, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)FORT LAUDERDALE (95)JACKSONVILLE (95)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile