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Robert Andrew Newman

Coordinated Capital Securities, Inc.

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About Robert Andrew Newman

Robert Newman is a financial advisor with over 30 years of experience in the industry. Currently registered with Coordinated Capital Securities, Inc., Robert has a strong history of serving individuals and high-net-worth clients. He holds a Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) exam certification. Robert's previous experience includes roles at Wunderlich Securities, Inc., Morgan Stanley DW Inc., and Quick & Reilly, Inc., where he gained a comprehensive understanding of the financial markets. His expertise encompasses financial planning, portfolio management for individuals and businesses, and selection of other advisors, ensuring a holistic approach to client needs.

Firm Information

Robert Newman is currently registered with Coordinated Capital Securities, Inc.. Coordinated Capital Securities, Inc. is a Wisconsin-based corporation that offers a variety of investment advisory services, including financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and other services. With a strong presence across the United States, the firm has been serving clients since 1982 and boasts a team of 41 registered representatives and 20 investment advisor representatives. They currently manage over $145 million in assets, primarily for high-net-worth individuals and other individuals.
Coordinated Capital Securities, Inc.

229 S MAIN STREET

FORT ATKINSON, WI 53538

$145.66M

Assets Under Management

Not reported

Total Clients

31

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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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.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Robert Newman’s Registration & Firm History

TN

01/04/2016 - Present

Coordinated Capital Securities, Inc. (MEMPHIS TN)

TN

12/03/2004 - 12/28/2015

WUNDERLICH SECURITIES, INC. (MEMPHIS TN)

NY

11/21/2001 - 12/01/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

09/23/1993 - 12/10/2001

QUICK & REILLY, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/30/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/08/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert Andrew Newman. Review regulatory record here.
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