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Andrew David Parrillo

NEWPORT CAPITAL ADVISERS LLC·NORTH QUINCY, Massachusetts
Series 2, Series 65Clean record25 years registeredNEWPORT CAPITAL ADVISERS LLC
500 VICTORY RD, NORTH QUINCY, MA 02171CRD# 2689149Firm CRD# 106241

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew David Parrillo · NORTH QUINCY, MA
Registration
CRD #2689149 · NEWPORT CAPITAL ADVISERS LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

PARRILLO INVESTORS LLC
Aug 2023 – present
NEWPORT CAPITAL ADVISERS LLC
Apr 2001 – Dec 2019
QUINCY, MA
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 65
Registration record
First registered · April 7, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NEWPORT CAPITAL ADVISERS LLC
CRD 106241 · SEC 801-49110
AUM
$54M
Regulatory assets under management
Employees
3
6 client accounts
Services offered by NEWPORT CAPITAL ADVISERS LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at NEWPORT CAPITAL ADVISERS LLC →
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05

Frequently Asked Questions

What services does Andrew David Parrillo offer?
Andrew David Parrillo specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NORTH QUINCY, Massachusetts for a consultation.
What are Andrew David Parrillo's credentials?
Andrew David Parrillo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew David Parrillo located?
Andrew David Parrillo is based in NORTH QUINCY, Massachusetts, working with NEWPORT CAPITAL ADVISERS LLC. Their office serves clients in the NORTH QUINCY metropolitan area and surrounding communities.
How does Andrew David Parrillo charge for services?
Andrew David Parrillo'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 NEWPORT CAPITAL ADVISERS LLC?
NEWPORT CAPITAL ADVISERS LLC has approximately 3 employees and manages $54M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
City Guides
BOSTON GuideWELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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