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Robert Newman

Aperio Group, LLC

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About Robert Newman

Robert Newman is a financial advisor with over 30 years of experience in the financial services industry. He is currently registered as an Investment Advisor Representative with Aperio Group, LLC. Prior to joining Aperio Group, LLC, Robert worked at a number of firms including ATEL Securities Corporation, Barra Analytics Securities, Inc., and Salomon Brothers Inc. Robert holds a Series 3, 5, 7 and 24 licenses and a Series 63 state license. Robert also holds the prestigious Chartered Financial Analyst designation. In addition to his work as a financial advisor, Robert is a shareholder and advisor for Newman Group, LTD.

Firm Information

Robert Newman is currently registered with Aperio Group, LLC. Aperio Group, LLC is an investment advisor registered with the SEC. They offer a range of services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. As of December 31, 2022, Aperio Group, LLC had approximately $80 billion in regulatory assets under management. Their main office is located in Sausalito, CA.
Aperio Group, LLC

THREE HARBOR DRIVE

SAUSALITO, CA 94965

$80.21B

Assets Under Management

Not reported

Total Clients

1

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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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Robert Newman’s Registration & Firm History

CA

03/31/2008 - Present

Aperio Group, LLC (SAUSALITO CA)

CA

01/24/2002 - 07/22/2003

ATEL SECURITIES CORPORATION (SAN FRANCISCO CA)

CA

04/25/1997 - 02/02/2000

BARRA ANALYTICS SECURITIES, INC. (BERKELEY CA)

NA

03/01/1995 - 04/25/1997

BARRA ANALYTICS SECURITIES

NY

03/25/1982 - 02/19/1993

SALOMON BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/01/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/1997

Series 24 - General Securities Principal Examination

BC

Issued 12/10/1985

Series 3 - National Commodity Futures Examination

BC

Issued 11/28/1983

Series 5 - Interest Rate Options Examination

BC

Issued 03/20/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Newman.
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