William Newman, financial advisor Stroudsburg PA
93 score

William Newman

CRD Number: 5388354
Current Firm: Edward Jones

William Newman (CRD# 5388354) is an Investment Advisor Representative working at Edward Jones in Stroudsburg, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Feb 2008 - Current 8
Waddell & Reed, Inc. Harrisburg, PA Jan 2008 - Feb 2008 < 1
Campus Beer Distributors Bloomsburg, PA Jan 2004 - Feb 2008 4
Morgan Stanley & Company, Incorporated Stroudsburg, PA Jul 2007 - Nov 2007 < 1
Morgan Stanley Stroudsburg, PA Jul 2007 - Nov 2007 < 1
Campus Beer Distributing Bloomsburg, PA Jan 2004 - Jul 2007 3
Bloomsburg University Bloomsburg, PA Aug 2002 - May 2007 4
Student Bloomsburg, PA Jan 1997 - May 2007 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for William C. Newman
Phone Number: 314-515-2000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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