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Ronald David New

Whipplewood Advisors, LLC

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About Ronald David New

Ronald New is an Investment Advisor Representative with Whipplewood Advisors, LLC, and has been in the industry since 1987. Ronald is a registered investment advisor in Colorado and Texas. Ronald specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations.

Firm Information

Ronald New is currently registered with Whipplewood Advisors, LLC. Whipplewood Advisors, LLC is a Littleton, Colorado-based investment advisor that primarily serves individuals, charitable organizations, and high-net-worth individuals. The firm provides financial planning, selection of other advisors, and portfolio management services. They have approximately $267 million in regulatory assets under management.
Whipplewood Advisors, LLC

11852 SHAFFER DRIVE

LITTLETON, CO 80127

$267.38M

Assets Under Management

Not reported

Total Clients

6

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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Ronald New’s Registration & Firm History

CO

07/26/2022 - Present

Whipplewood Advisors, LLC (LITTLETON CO)

CO

03/03/2017 - 11/27/2019

MORETON CAPITAL MARKETS, LLC (Denver CO)

CO

01/12/2000 - 04/18/2013

STIFEL, NICOLAUS & COMPANY, INCORPORATED (DENVER CO)

CO

02/23/1998 - 04/13/2000

HANIFEN, IMHOFF INC. (DENVER CO)

CO

07/18/1994 - 02/23/1998

HANIFEN, IMHOFF INC. (DENVER CO)

CO

09/02/1992 - 07/22/1994

LUMIERE SECURITIES, INC. (DENVER CO)

NA

10/30/1991 - 08/31/1992

L.P. CHARLES & COMPANY

AZ

04/10/1991 - 10/31/1991

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NA

08/01/1989 - 10/04/1989

J. W. GANT & ASSOCIATES, INC.

NA

04/21/1989 - 08/10/1989

VANDERBILT SECURITIES, INC.

NA

08/20/1987 - 11/17/1987

BLINDER, ROBINSON & CO., INC.

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Licenses & Designations

IA

Issued 07/26/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/10/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronald David New.
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