NEWPORT GROUP SECURITIES, INC.

LAKE MARY, Florida·8 registered advisors·CRD# 29722
SEC# 801-604270407-333-2905
01

Firm Overview

AUM
$23.0B
Regulatory assets under management
Employees
38
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
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
03

Specialties

Investment ManagementWealth Management
04

Advisors at NEWPORT GROUP SECURITIES, INC.

8 registered advisors
Alexa Danielle Gellinger
LAKE MARY, Florida
Gigi Klara Szekely
LAKE MARY, Florida
James Mark Campisi
HEATHROW, Florida
Kieran Edward Brady
LAKE MARY, Florida
Kurt James Laning
LAKE MARY, Florida
Michael Douglas Shannon
LAKE MARY, Florida
CFA
Rebecca Lynn Ning
HEATHROW, Florida
Thomas Rudolph Yeaser
HEATHROW, Florida
05

Office Locations

LAKE MARY, Florida
5 advisors
HEATHROW, Florida
3 advisors

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Data sourced from SEC Form ADV filings. NEWPORT GROUP SECURITIES, INC. (CRD# 29722) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.