NEWMAN DIGNAN & SHEERAR, INC

PROVIDENCE, Rhode Island·3 registered advisors·CRD# 107565

SEC# 801-414122401-351-4010

01

Firm Overview

AUM

$613M

Regulatory assets under management

Employees

8

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at NEWMAN DIGNAN & SHEERAR, INC

3 registered advisors

John Paul Sheerar

PROVIDENCE, Rhode Island

Richard Edward Cavanagh

PROVIDENCE, Rhode Island

PROVIDENCE, Rhode Island

05

Office Locations

PROVIDENCE, Rhode Island

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Data sourced from SEC Form ADV filings. NEWMAN DIGNAN & SHEERAR, INC (CRD# 107565) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.