NEWPORT GROUP CONSULTING, LLC

LAKE MARY, Florida·5 registered advisors·CRD# 140944
SEC# 801-669080407-333-2905
01

Firm Overview

AUM
$2.6B
Regulatory assets under management
Employees
30
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT
03

Specialties

Retirement PlanningWealth Management
04

Advisors at NEWPORT GROUP CONSULTING, LLC

5 registered advisors
Matthew Edwin Meyer
LAKE MARY, Florida
Sean Noel Havlin
LAKE MARY, Florida
Stephen J Fehr
MOBILE, Alabama
Steven Francis Schreiber
MOBILE, Alabama
Teresa Jean Sherrard
LAKE MARY, Florida
05

Office Locations

LAKE MARY, Florida
3 advisors
MOBILE, Alabama
2 advisors

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Data sourced from SEC Form ADV filings. NEWPORT GROUP CONSULTING, LLC (CRD# 140944) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.