linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William Anthony Newman

Steward Partners Investment Advisory, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William Anthony Newman

William Anthony Newman is an investment advisor representative at Steward Partners Investment Advisory, LLC in Culpeper, Virginia. William Newman has been working in the financial services industry since August 2017. William Anthony Newman is licensed to offer securities and advisory services in Virginia. William Anthony Newman is also a registered representative of Raymond James Financial Services, Inc. and an employee of Freedom Street Partners.

Firm Information

William Newman is currently registered with Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is an investment advisory firm with approximately $20.43 billion in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Steward Partners Investment Advisory, LLC has 354 registered representatives and serves a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions. They are headquartered in New York, NY.
Steward Partners Investment Advisory, LLC

140 E. 45TH STREET

NEW YORK, NY 10017

$20.43B

Assets Under Management

21,758

Total Clients

356

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

financial consulting

Financial consulting

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William Newman’s Registration & Firm History

VA

03/15/2024 - Present

Steward Partners Investment Advisory, LLC (CULPEPER VA)

VA

08/21/2017 - 03/15/2024

RAYMOND JAMES FINANCIAL SERVICES, INC. (Culpeper VA)

Not sure if William Anthony Newman is right for you?

Licenses & Designations

BOTH

Issued 01/16/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/13/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Anthony Newman.
Not sure if William Anthony Newman is right for you?