AdvisorOS Directory
Claim Profile
SN

Stephen Robert Newhouse

AMS ADVISORS LLC·ORLANDO, Florida
Unclaimed Profile
5401 SOUTH KIRKMAN RD, ORLANDO, FL 32869CRD# 1305695Firm CRD# 142852
01

About

Stephen Robert Newhouse is a registered financial advisor based in ORLANDO, Florida, affiliated with AMS ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
CONCORDIUS CAPITAL ADVISORS, LLC
CONCORDIUS CAPITAL ADVISORS
AUM
$32M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CONCORDIUS CAPITAL ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1305695
Firm CRD# 142852
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ORLANDO?

Browse all registered financial advisors in ORLANDO, Florida or claim this profile if it's yours.

Browse ORLANDO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Stephen Robert Newhouse offer?
Stephen Robert Newhouse specializes in Investment Management, Wealth Management. Contact their office in ORLANDO, Florida for a consultation.
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, working with AMS ADVISORS LLC. Their office serves clients in the ORLANDO metropolitan area and surrounding communities.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at AMS ADVISORS LLC

Francis Patrick Davis
ORLANDO, FL
Rhett Phillip Plotner
ORLANDO, FL
Clifford Harland Wildes
ST PETERSBURG, FL
Mark Ridgway Keramidas
ST PETERSBURG, FL
William Floyd Grundy
BOCA RATON, FL
James Mitchell Galiano
ORLANDO, FL

More Advisors in ORLANDO, Florida

Derrick Banks Chandler
MOISAND FITZGERALD TAMAYO, LLC·ORLANDO, FL
Dinitia Yvonne Cazy
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC·ORLANDO, FL
Erik Nathan Bonnett
TRIPLETAIL WEALTH MANAGEMENT, LLC·ORLANDO, FL
Fang Wan
BURGESS CHAMBERS & ASSOCIATES INC·ORLANDO, FL
Frank Matthew Garcia
RESOURCE CONSULTING GROUP INC·ORLANDO, FL
Gary Brian Kaltbaum
KALTBAUM CAPITAL MANAGEMENT, LLC·ORLANDO, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)PALM BEACH GARDENS (181)SARASOTA (172)JACKSONVILLE (170)FORT LAUDERDALE (162)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile