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John Paul Sheerar

NEWMAN DIGNAN & SHEERAR, INC·PROVIDENCE, Rhode Island
Clean record28 years registeredNEWMAN DIGNAN & SHEERAR, INC
260 WEST EXCHANGE STREET, PROVIDENCE, RI 02903CRD# 4366716Firm CRD# 107565

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Paul Sheerar · PROVIDENCE, RI
Registration
CRD #4366716 · NEWMAN DIGNAN & SHEERAR, INC · 28 years registered
Brand Profile
Not yet started
01

Career History

NEWMAN DIGNAN & SHEERAR, INC
Jan 1998 – present
02

Registrations & Exams

Registration record
First registered · January 1, 1998
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NEWMAN DIGNAN & SHEERAR, INC
CRD 107565 · SEC 801-41412
AUM
$613M
Regulatory assets under management
Employees
8
1,042 client accounts
Services offered by NEWMAN DIGNAN & SHEERAR, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NEWMAN DIGNAN & SHEERAR, INC →
Introduction

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05

Frequently Asked Questions

What services does John Paul Sheerar offer?
John Paul Sheerar specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PROVIDENCE, Rhode Island for a consultation.
What are John Paul Sheerar's credentials?
John Paul Sheerar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Paul Sheerar located?
John Paul Sheerar is based in PROVIDENCE, Rhode Island, working with NEWMAN DIGNAN & SHEERAR, INC. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.
How does John Paul Sheerar charge for services?
John Paul Sheerar's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retirement plan consulting -percentage of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEWMAN DIGNAN & SHEERAR, INC?
NEWMAN DIGNAN & SHEERAR, INC has approximately 8 employees and manages $613M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NEWMAN DIGNAN & SHEERAR, INC

Richard Edward Cavanagh
PROVIDENCE, RI
William Newman
PROVIDENCE, RI

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Research
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