Unclaimed Profile

Stephen Robert Newhouse

AMS ADVISORS LLC·ORLANDO, Florida

SIE, Series 7, Series 22, Series 31, Series 63, Series 66Clean record19 years registeredAMS ADVISORS LLC

5401 SOUTH KIRKMAN RD, ORLANDO, FL 32869CRD# 1305695Firm CRD# 142852

Profile Verification

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

Identity

Stephen Robert Newhouse · ORLANDO, FL

Registration

CRD #1305695 · AMS ADVISORS LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AMS ADVISORS LLC

MORGAN STANLEY

Sep 2017 – Sep 2018

LISLE, IL

IPI WEALTH MANAGEMENT, INC.

May 2013 – Nov 2015

WHEATON, IL

CAPITOL SECURITIES MANAGEMENT, INC.

Mar 2011 – Aug 2011

WHEATON, IL

CLAYMORE ADVISORS, LLC

Jan 2007 – Nov 2008

LISLE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 22

Series 31

Series 63

Series 66

Registration record

First registered · January 9, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONCORDIUS CAPITAL ADVISORS, LLC

CRD 142852 · SEC 801-67538

AUM

$32M

Regulatory assets under management

Employees

70 client accounts

Services offered by CONCORDIUS CAPITAL ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CONCORDIUS CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Stephen Robert Newhouse offer?

Stephen Robert Newhouse specializes in Investment Management, Wealth Management.

What are Stephen Robert Newhouse's credentials?

Stephen Robert Newhouse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Robert Newhouse located?

Stephen Robert Newhouse is based in ORLANDO, Florida, last registered with AMS ADVISORS LLC.

How does Stephen Robert Newhouse charge for services?

Stephen Robert Newhouse'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 AMS ADVISORS LLC?

AMS ADVISORS LLC has approximately 7 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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