NEW WORLD ADVISORS LLC

HINGHAM, Massachusetts·9 registered advisors·CRD# 296798
SEC# 801-1133140781-749-6922
01

Firm Overview

AUM
$549M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at NEW WORLD ADVISORS LLC

9 registered advisors
Andrew Michael Shepard
HINGHAM, Massachusetts
Arthur Robert Oswald
HINGHAM, Massachusetts
Christopher David Cabral
HINGHAM, Massachusetts
Frank Wright Burr
HINGHAM, Massachusetts
John A Fasciano
HINGHAM, Massachusetts
John Francis Steinmetz
HINGHAM, Massachusetts
Peter Richard Gelb
HINGHAM, Massachusetts
Robert Brian Pineau
HINGHAM, Massachusetts
William Warren Neville
HINGHAM, Massachusetts
05

Office Locations

HINGHAM, Massachusetts
9 advisors

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Data sourced from SEC Form ADV filings. NEW WORLD ADVISORS LLC (CRD# 296798) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.