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Paul Robert Moehle

Newport Group Consulting, LLC

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About Paul Robert Moehle

Paul Moehle is a Registered Investment Advisor (RIA) with Newport Group Consulting, LLC. Paul is a Chartered Financial Analyst (CFA) with over 12 years of experience in the financial services industry. Paul provides investment performance analytics for retirement plans, foundations and endowments. Paul also provides managed account services for plan participants. The advisor's firm provides investment performance analytics for retirement plans, foundations and endowments. Paul has been registered with FINRA since 2012.

Firm Information

Paul Moehle is currently registered with Newport Group Consulting, LLC. Newport Group Consulting, LLC is a Lake Mary, Florida-based investment advisor with approximately $2.56 billion in regulatory assets under management. The firm provides investment performance analytics for retirement plans, foundations and endowments. They also offer managed account services for plan participants, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and pooled investment vehicles.
Newport Group Consulting, LLC

300 PRIMERA BLVD.

LAKE MARY, FL 32746

$2.56B

Assets Under Management

197

Total Clients

20

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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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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investment performance analytics for retirement plans, foundations and endowments. managed acct svc for plan participants

Investment performance analytics for retirement plans, foundations and endowments. managed acct svc for plan participants

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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other

Percentage of assets under advisement

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Paul Moehle’s Registration & Firm History

FL

04/27/2017 - Present

Newport Group Consulting, LLC (LAKE MARY FL)

FL

12/11/2012 - 08/31/2023

NEWPORT GROUP SECURITIES, INC. (Lake Mary FL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Robert Moehle.
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