Unclaimed Profile

Robert Dolan Newman

PINNACLE WEALTH ADVISORS·NASHVILLE, Tennessee

Clean recordPINNACLE WEALTH ADVISORS

150 THIRD AVENUE SOUTH, NASHVILLE, TN 37201CRD# 1096241Firm CRD# 132634

Profile Verification

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

Identity

Robert Dolan Newman · NASHVILLE, TN

Registration

CRD #1096241 · PINNACLE WEALTH ADVISORS

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Dolan Newman is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with PINNACLE WEALTH ADVISORS. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PINNACLE WEALTH ADVISORS

AUM

$817M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PINNACLE WEALTH ADVISORS →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1096241

Firm CRD# 132634

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Dolan Newman offer?

Robert Dolan Newman specializes in Financial Planning, Investment Management. Contact their office in NASHVILLE, Tennessee for a consultation.

What are Robert Dolan Newman's credentials?

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

Where is Robert Dolan Newman located?

Robert Dolan Newman is based in NASHVILLE, Tennessee, working with PINNACLE WEALTH ADVISORS. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.

How does Robert Dolan Newman charge for services?

Robert Dolan 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 PINNACLE WEALTH ADVISORS?

PINNACLE WEALTH ADVISORS has approximately 6 employees and manages $817M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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