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Steven Francis Schreiber

Newport Group Consulting, LLC

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About Steven Francis Schreiber

Steven Francis Schreiber is a registered Investment Advisor Representative in Florida, currently working for Newport Group Consulting, LLC. Steven's primary firm office is located in Lake Mary, Florida. Steven has been a registered representative since 2017. Steven has worked in the financial industry since August 2008. Steven earned a Chartered Financial Analyst designation. Newport Group Consulting, LLC provides investment performance analytics for retirement plans, foundations, and endowments. They also provide managed account services for plan participants. Steven currently has 0 client types and has been registered with 0 SROs, 0 FINRAs, and 1 states.

Firm Information

Steven Schreiber 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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Steven Schreiber’s Registration & Firm History

FL

05/03/2017 - Present

Newport Group Consulting, LLC (LAKE MARY FL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Francis Schreiber.
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