Ronald Newton, financial advisor East Greenwich RI

Ronald Newton

CRD Number: 1276178
Current Firm: Edelman Financial Engines

Ronald Newton (CRD# 1276178) is an Investment Advisor Representative working at Edelman Financial Engines in East Greenwich, RI and has over 39 years of experience in the finance industry. Ronald Newton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Financial Engines Advisors LLC Santa Clara, CA Mar 2021 - Current 3
Advice Systems Inc. Westborough, MA Sep 2018 - Dec 2020 2
Commonwealth Financial Network Waltham, MA Oct 2008 - Nov 2019 11
Newton Financial Auburn, MA Oct 2008 - Oct 2019 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
S66 NASAA Uniform Combined State Law Examination Jan 2002
Contact Info for Ronald E. Newton
Phone Number: 408-498-6000
Registered State(s):
  • MA
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    241,970
    MILLIONS
  • Total Number of Accounts
    1,594,707
    ACCOUNTS
  • Average Account Value
    $151,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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