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Christy Lynn Hart

NEWSQUARE CAPITAL, LLC·NEWTOWN SQUARE, Pennsylvania
SIE, Series 6, Series 63Clean recordNEWSQUARE CAPITAL, LLC
16 CAMPUS BOULEVARD, NEWTOWN SQUARE, PA 19073-3229CRD# 5252130Firm CRD# 152430

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christy Lynn Hart · NEWTOWN SQUARE, PA
Registration
CRD #5252130 · NEWSQUARE CAPITAL, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
NEWSQUARE CAPITAL, LLC
CRD 152430 · SEC 801-70908
AUM
$1.6B
Regulatory assets under management
Employees
17
3,636 client accounts
Services offered by NEWSQUARE CAPITAL, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at NEWSQUARE CAPITAL, LLC →
Introduction

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Frequently Asked Questions

What services does Christy Lynn Hart offer?
Christy Lynn Hart specializes in Investment Management, Wealth Management. Contact their office in NEWTOWN SQUARE, Pennsylvania for a consultation.
What are Christy Lynn Hart's credentials?
Christy Lynn Hart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christy Lynn Hart located?
Christy Lynn Hart is based in NEWTOWN SQUARE, Pennsylvania, working with NEWSQUARE CAPITAL, LLC. Their office serves clients in the NEWTOWN SQUARE metropolitan area and surrounding communities.
How does Christy Lynn Hart charge for services?
Christy Lynn Hart's firm is compensated through percentage of aum, subscription fees, other: separate account manager. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEWSQUARE CAPITAL, LLC?
NEWSQUARE CAPITAL, LLC has approximately 17 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NEWSQUARE CAPITAL, LLC

Joseph Vincent Naselli
NEWTOWN SQUARE, PA
ChFC
James Harold Unger
NEWTOWN SQUARE, PA
CFP
Jesse Hart Daniels
NEWTOWN SQUARE, PA
Matthew Garry Wilson
NEWTOWN SQUARE, PA
Ryan L Kirk
NEWTOWN SQUARE, PA
CFA
Gary Earl Daniels
NEWTOWN SQUARE, PA
ChFC

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Research
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