Unclaimed Profile

Robert Adrian Newbold

GRAHAM PARTNERS, INC.·NEWTOWN SQUARE, Pennsylvania

Clean recordGRAHAM PARTNERS, INC.

3811 WEST CHESTER PIKE, NEWTOWN SQUARE, PA 19073-2325CRD# 2526712Firm CRD# 157049

Profile Verification

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

Identity

Robert Adrian Newbold · NEWTOWN SQUARE, PA

Registration

CRD #2526712 · GRAHAM PARTNERS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Adrian Newbold is a registered financial advisor based in NEWTOWN SQUARE, Pennsylvania, affiliated with GRAHAM PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

GRAHAM PARTNERS, INC.

AUM

$3.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at GRAHAM PARTNERS, INC. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2526712

Firm CRD# 157049

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Adrian Newbold offer?

Robert Adrian Newbold specializes in Retirement Planning. Contact their office in NEWTOWN SQUARE, Pennsylvania for a consultation.

What are Robert Adrian Newbold's credentials?

Robert Adrian Newbold is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Adrian Newbold located?

Robert Adrian Newbold is based in NEWTOWN SQUARE, Pennsylvania, working with GRAHAM PARTNERS, INC.. Their office serves clients in the NEWTOWN SQUARE metropolitan area and surrounding communities.

How does Robert Adrian Newbold charge for services?

Robert Adrian Newbold's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRAHAM PARTNERS, INC.?

GRAHAM PARTNERS, INC. has approximately 78 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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