Unclaimed Profile

Adam Michael Newman

SFG INVESTMENT ADVISORS, INC.·DOYLESTOWN, Pennsylvania

Series 7, Series 24, Series 63, Series 65Clean record16 years registeredSFG INVESTMENT ADVISORS, INC.

3655 ROUTE 202, SUITE 140, DOYLESTOWN, PA 18902CRD# 5785551Firm CRD# 111241

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Michael Newman · DOYLESTOWN, PA

Registration

CRD #5785551 · SFG INVESTMENT ADVISORS, INC. · 16 years registered

Brand Profile

Not yet started

Career History

THE BURNEY COMPANY

Jan 2023 – present

BRAGG FINANCIAL ADVISORS INC

Dec 2022 – Jan 2023

CHARLOTTE, NC

THE BURNEY COMPANY

Apr 2017 – Dec 2022

RESTON, VA

SFG INVESTMENT ADVISORS, INC.

Aug 2012 – Apr 2017

DOYLESTOWN, PA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jan 2011 – Apr 2011

NEWTOWN, PA

ROCKWOOD WEALTH MANAGEMENT, LLC

Apr 2010 – Aug 2010

NEW HOPE, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 29, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SFG INVESTMENT ADVISORS, INC.

CRD 111241 · SEC 801-79813

AUM

$328M

Regulatory assets under management

Employees

640 client accounts

Services offered by SFG INVESTMENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SFG INVESTMENT ADVISORS, INC. →

Introduction

Speak with Adam

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

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

Looking for a financial advisor in DOYLESTOWN?

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

Browse DOYLESTOWN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Adam Michael Newman offer?

Adam Michael Newman specializes in Financial Planning, Investment Management. Contact their office in DOYLESTOWN, Pennsylvania for a consultation.

What are Adam Michael Newman's credentials?

Adam Michael Newman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Michael Newman located?

Adam Michael Newman is based in DOYLESTOWN, Pennsylvania, working with SFG INVESTMENT ADVISORS, INC.. Their office serves clients in the DOYLESTOWN metropolitan area and surrounding communities.

How does Adam Michael Newman charge for services?

Adam Michael Newman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SFG INVESTMENT ADVISORS, INC.?

SFG INVESTMENT ADVISORS, INC. has approximately 6 employees and manages $328M 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 →