Unclaimed Profile

Paul Trowbridge Gillespie

NEWSOUTH CAPITAL MANAGEMENT INC·MEMPHIS, Tennessee

Series 63Clean record30 years registeredNEWSOUTH CAPITAL MANAGEMENT INC

999 S. SHADY GROVE ROAD, MEMPHIS, TN 38120-4129CRD# 1727609Firm CRD# 110676

Profile Verification

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

Identity

Paul Trowbridge Gillespie · MEMPHIS, TN

Registration

CRD #1727609 · NEWSOUTH CAPITAL MANAGEMENT INC · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NEWSOUTH CAPITAL MANAGEMENT INC

NEWSOUTH CAPITAL MANAGEMENT INC

Nov 1995 – Jan 2024

MEMPHIS, TN

Registrations & Exams

FINRA examinations passed

Series 63

Registration record

First registered · November 22, 1995

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEWSOUTH CAPITAL MANAGEMENT INC

CRD 110676 · SEC 801-24716

AUM

$2.6B

Regulatory assets under management

Employees

175 client accounts

Services offered by NEWSOUTH CAPITAL MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at NEWSOUTH CAPITAL MANAGEMENT INC →

Introduction

Speak with Paul

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

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

Looking for a financial advisor in MEMPHIS?

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

Browse MEMPHIS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Paul Trowbridge Gillespie offer?

Paul Trowbridge Gillespie specializes in Investment Management, Retirement Planning, Wealth Management.

What are Paul Trowbridge Gillespie's credentials?

Paul Trowbridge Gillespie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Trowbridge Gillespie located?

Paul Trowbridge Gillespie is based in MEMPHIS, Tennessee, last registered with NEWSOUTH CAPITAL MANAGEMENT INC.

How does Paul Trowbridge Gillespie charge for services?

Paul Trowbridge Gillespie'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 NEWSOUTH CAPITAL MANAGEMENT INC?

NEWSOUTH CAPITAL MANAGEMENT INC has approximately 11 employees and manages $2.6B 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 →