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Valerie A Newman

PERKINS INVESTMENT MANAGEMENT LLC·CHICAGO, Illinois
SIE, Series 7, Series 63Clean recordPERKINS INVESTMENT MANAGEMENT LLC
311 S. WACKER DRIVE, CHICAGO, IL 60606CRD# 4250696Firm CRD# 126925

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Valerie A Newman · CHICAGO, IL
Registration
CRD #4250696 · PERKINS INVESTMENT MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PERKINS INVESTMENT MANAGEMENT LLC
CRD 126925 · SEC 801-62042
AUM
$8.0B
Regulatory assets under management
Employees
21
21 client accounts
Services offered by PERKINS INVESTMENT MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at PERKINS INVESTMENT MANAGEMENT LLC →
Introduction

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04

Frequently Asked Questions

What services does Valerie A Newman offer?
Valerie A Newman specializes in Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Valerie A Newman's credentials?
Valerie A Newman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Valerie A Newman located?
Valerie A Newman is based in CHICAGO, Illinois, working with PERKINS INVESTMENT MANAGEMENT LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Valerie A Newman charge for services?
Valerie A Newman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERKINS INVESTMENT MANAGEMENT LLC?
PERKINS INVESTMENT MANAGEMENT LLC has approximately 21 employees and manages $8.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PERKINS INVESTMENT MANAGEMENT LLC

Peter Quentin Thompson
CHICAGO, IL

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