AdvisorOS Directory
Claim Profile
Unclaimed Profile
AP

Andrew David Parrillo

NEWPORT CAPITAL ADVISERS LLC·NORTH QUINCY, Massachusetts
Clean recordNEWPORT 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Andrew David Parrillo is a registered financial advisor based in NORTH QUINCY, Massachusetts, affiliated with NEWPORT CAPITAL ADVISERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

Speak with Andrew

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

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

03

Firm Overview

Firm
NEWPORT CAPITAL ADVISERS LLC
NEWPORT CAPITAL ADVISERS LLC
AUM
$54M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at NEWPORT CAPITAL ADVISERS LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2689149
Firm CRD# 106241
View on FINRA BrokerCheck →

Looking for a financial advisor in NORTH QUINCY?

Browse all registered financial advisors in NORTH QUINCY, Massachusetts or claim this profile if it's yours.

Browse NORTH QUINCY AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile