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Donald Eugene Newsholme

NEWSHOLME FINANCIAL GROUP, INC·YORKTOWN HTS, New York
SIE, Series 7, Series 24, Series 63, Series 6523 years registeredNEWSHOLME FINANCIAL GROUP, INC
2326 CROMPOND ROAD, YORKTOWN HTS, NY 10598CRD# 1182213Firm CRD# 126165

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Eugene Newsholme · YORKTOWN HTS, NY
Registration
CRD #1182213 · NEWSHOLME FINANCIAL GROUP, INC · 23 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: NEWSHOLME FINANCIAL GROUP, INC
NEWSHOLME FINANCIAL GROUP, INC.
Aug 2003 – Mar 2026
YORKTOWN HEIGHTS, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · August 12, 2003
Years registered · 23
03

Disclosure History

1983Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
NEWSHOLME FINANCIAL GROUP, INC
CRD 126165 · SEC 801-62279
AUM
$75M
Regulatory assets under management
Employees
2
255 client accounts
Services offered by NEWSHOLME FINANCIAL GROUP, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NEWSHOLME FINANCIAL GROUP, INC →
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05

Frequently Asked Questions

What services does Donald Eugene Newsholme offer?
Donald Eugene Newsholme specializes in Financial Planning, Investment Management, Wealth Management.
What are Donald Eugene Newsholme's credentials?
Donald Eugene Newsholme is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Eugene Newsholme located?
Donald Eugene Newsholme is based in YORKTOWN HTS, New York, last registered with NEWSHOLME FINANCIAL GROUP, INC.
How does Donald Eugene Newsholme charge for services?
Donald Eugene Newsholme's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEWSHOLME FINANCIAL GROUP, INC?
NEWSHOLME FINANCIAL GROUP, INC has approximately 2 employees and manages $75M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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