Carol Newman, financial advisor Lexington MA

Carol Newman

CRD Number: 6173001
Current Firm: Wingate Wealth Advisors, Inc.

Carol Newman (CRD# 6173001) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Wingate Wealth Advisors, LLC Lexington, MA Aug 2013 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Carol R. Newman
Phone Number: 781-862-7100
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,214
    MILLIONS
  • Total Number of Accounts
    2,810
    ACCOUNTS
  • Average Account Value
    $432,014
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CT, FL, MA, ME, NC, NH, NY, PA, RI, TX, VT

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