AdvisorOS Directory
Claim Profile
MN

Michael Joseph Newman

THE BURNEY COMPANY·RESTON, Virginia
Unclaimed Profile
1800 ALEXANDER BELL DRIVE, RESTON, VA 20191CRD# 7892085Firm CRD# 106945
01

About

Michael Joseph Newman is a registered financial advisor based in RESTON, Virginia, affiliated with THE BURNEY COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
THE BURNEY COMPANY
THE BURNEY COMPANY
AUM
$2.7B
Regulatory assets under management
Employees
42
Total firm employees
View all advisors at THE BURNEY COMPANY →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7892085
Firm CRD# 106945
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in RESTON?

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

Browse RESTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Michael Joseph Newman offer?
Michael Joseph Newman specializes in Financial Planning, Investment Management. Contact their office in RESTON, Virginia for a consultation.
What are Michael Joseph Newman's credentials?
Michael Joseph Newman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Joseph Newman located?
Michael Joseph Newman is based in RESTON, Virginia, working with THE BURNEY COMPANY. Their office serves clients in the RESTON metropolitan area and surrounding communities.
How does Michael Joseph Newman charge for services?
Michael Joseph Newman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE BURNEY COMPANY?
THE BURNEY COMPANY has approximately 42 employees and manages $2.7B 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 →
Other advisors in RESTON
Mary Anika Burney — THE BURNEY COMPANYLowell Dorrance Pratt — THE BURNEY COMPANYGilbert Russell Green — THE BURNEY COMPANYWilliam Abbott Stewart — THE BURNEY COMPANYJohn F Burke — PROOF MANAGEMENT, LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile