Steven Schreiber, financial advisor Lake Mary FL

Steven Schreiber

CRD Number: 5521217
Current Firm: Newport Group Consulting, LLC

Steven Schreiber (CRD# 5521217) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Newport Group Consulting, LLC Lake Mary, FL Mar 2017 - Current 7
Newport Group, Inc. Dresher, PA Mar 2017 - Sep 2023 6
Newport Group Securities, Inc. Heathrow, FL Mar 2017 - Dec 2017 < 1
Interserv, LLC Mobile, AL Aug 2008 - Mar 2017 8

Steven Schreiber has no recent exams reported.
Contact Info for Steven F. Schreiber
Phone Number: 407-333-2905
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    10,396
    MILLIONS
  • Total Number of Accounts
    589
    ACCOUNTS
  • Average Account Value
    $17,650,555
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI

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