Kelwin Newman, financial advisor Boston MA

Kelwin Newman

CRD Number: 3079360
Current Firm: Pathstone

Kelwin Newman (CRD# 3079360) is an Investment Advisor Representative working at Pathstone in Boston, MA and has over 24 years of experience in the finance industry. Kelwin Newman 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
Pathstone Boston, MA Jun 2021 - Current 2
Pathstone Federal Street Boston, MA Jan 2016 - Jun 2021 5
Federal Street Advisors Boston, MA Jun 2014 - Dec 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1999
Contact Info for Kelwin C. Newman
Phone Number: 201-944-7284
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    24,836
    MILLIONS
  • Total Number of Accounts
    18,943
    ACCOUNTS
  • Average Account Value
    $1,311,084
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, LA, MA, MD, ME, MI, MS, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

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