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Adam Paul Newell

Fiducient Advisors LLC

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About Adam Paul Newell

Adam Newell is a financial advisor with Fiducient Advisors LLC, based in Chicago, Illinois. Adam has been in the financial services industry for over 20 years, previously working at Mercer Allied Company, L.P. Adam holds the Series 7 and Series 66 licenses, and has earned the Certified Financial Planner and Chartered Financial Analyst designations. Adam specializes in providing financial planning and investment consulting services to individuals, families, and non-profit organizations.

Firm Information

Adam Newell is currently registered with Fiducient Advisors LLC. Fiducient Advisors LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm provides investment consulting for individuals and non-profit organizations. They specialize in financial planning, pension consulting, and portfolio management. The firm's regulatory assets under management are $55.89 billion.
Fiducient Advisors LLC

500 W MADISON STREET

CHICAGO, IL 60661-4593

$55.90B

Assets Under Management

948

Total Clients

62

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting for individuals and non profit organizations

Investment consulting for individuals and non profit organizations

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Adam Newell’s Registration & Firm History

IL

02/07/2022 - Present

Fiducient Advisors LLC (CHICAGO IL)

NY

12/06/2000 - 09/27/2004

MERCER ALLIED COMPANY, L.P. (COHOES NY)

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Licenses & Designations

BOTH

Issued 10/01/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/05/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Paul Newell.
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