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Adam Luke Newman

Deloitte Corporate Finance LLC

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About Adam Luke Newman

Adam Newman is a financial professional with experience in the investment banking industry. Adam has a Series 79TO, Series 63, and SIE license and is currently registered with Deloitte Corporate Finance LLC. Adam has a deep understanding of the investment banking market and is committed to providing his clients with the highest level of service.

Firm Information

Adam Newman is currently registered with Deloitte Corporate Finance LLC. Deloitte Corporate Finance LLC is a Limited Liability Company that was formed on January 2, 2001. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

46

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Adam Newman’s Registration & Firm History

CA

07/14/2023 - Present

Deloitte Corporate Finance LLC (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 04/12/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/14/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 03/09/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Luke Newman.
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