Steven Newell (CRD# 5932772) is an Investment Advisor Representative working at Newell Wealth Management, LLC in Winter Garden, FL and has over 12 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newell Wealth Management, LLC | Winter Garden, FL | Oct 2021 - Current | 2 |
| Lpl Financial LLC | Orlando, FL | May 2018 - Current | 5 |
| Tiaa | Gainesville, FL | Nov 2014 - May 2018 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gainesville, FL | May 2011 - Nov 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
- FL
- TX
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts172ACCOUNTS
-
Average Account Value$186,984
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
FL, TX
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