Steven Newman, financial advisor Camas WA

Steven Newman

CRD Number: 6738244
Current Firm: Fisher Investments

Steven Newman (CRD# 6738244) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fisher Investments Camas, WA Sep 2019 - Current 2
Bank Of America, N.a. Bayside, NY Jun 2018 - Sep 2019 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bayside, NY Jan 2018 - Sep 2019 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Oct 2017 - Jan 2018 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Feb 2017 - Jan 2018 < 1
Northwestern Mutual Investment Services LLC New York, NY Feb 2017 - Jan 2018 < 1
Alisped Usa Inc. Lynbrook, NY Jan 2015 - Jan 2017 2
Carotrans International Clark, NJ Jul 2013 - Dec 2014 1
Mach 1 Global Services Springfield Gardens, NY Aug 2011 - Jun 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2017
S66 NASAA Uniform Combined State Law Examination May 2018
Contact Info for Steven C. Newman
Phone Number: 800-851-8845
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    159,612
    MILLIONS
  • Total Number of Accounts
    166,694
    ACCOUNTS
  • Average Account Value
    $957,512
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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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