Donald Newsholme, financial advisor Yorktown Heights NY
83 score

Donald Newsholme

CRD Number: 1182213
Current Firm: Newsholme Financial Group, Inc.

Donald Newsholme (CRD# 1182213) is an Investment Advisor Representative working at Newsholme Financial Group, Inc. in Yorktown Heights, NY and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Newsholme Financial Group, Inc. Yorktown Heights, NY Jul 2000 - Current 16
Newsholme Financial Services, Inc. Yorktown Heights, NY Jul 1990 - Current 26
Royal Alliance Associates, Inc. Lodi, NJ Nov 1989 - Current 27
Newsholme Associates, Inc. Yorktown Heights, NY Jun 1983 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1987
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Donald E. Newsholme
Phone Number: 914-243-6700
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    56
    MILLIONS
  • Total Number of Accounts
    365
    ACCOUNTS
  • Average Account Value
    $153,428
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, CT, FL, MA, NJ, NY

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BADGES
83

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