Newfront Retirement Services, Inc.

Newfront Retirement Services, Inc. (CRD# 167641) is a financial advisory firm headquartered in San Francisco, CA. They manage $366,754,875 in 42 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    367
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $8,732,259
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, NH, NY, TN, TX, UT, VA, WA

Financial Advisors at Newfront Retirement Services, Inc.
Showing 1 - 10 of 19 top financial advisors.
1
Christian M. Bretz
CRD#: 2903250
450 Sansome Street, Suite 300, San Francisco, CA 94111

Christian Bretz (CRD# 2903250) is an Investment Advisor Representative working at Newfront Retirement Services, Inc. in San Francisco, CA and has over 22 years of experience in the finance industry.

2
Christopher J. Call
CRD#: 3061592
450 Sansome Street, Suite 300, San Francisco, CA 94111

Christopher Call (CRD# 3061592) is an Investment Advisor Representative working at Newfront Retirement Services, Inc. in San Francisco, CA and has over 25 years of experience in the finance industry.

3
Jacob Daly
CRD#: 6014986
450 Sansome Street, Suite 300, San Francisco, CA 94111

Jacob Daly (CRD# 6014986) is an Investment Advisor Representative working at Newfront Retirement Services, Inc. in San Francisco, CA and has over 12 years of experience in the finance industry.

4
Abiy Fisseha
CRD#: 2873249
450 Sansome Street, Suite 300, San Francisco, CA 94111

Abiy Fisseha (CRD# 2873249) is an Investment Advisor Representative working at Newfront Retirement Services, Inc. in San Francisco, CA and has over 23 years of experience in the finance industry.

5
Justin S. McAdams
CRD#: 6235900
450 Sansome Street, Suite 300, San Francisco, CA 94111

Justin McAdams (CRD# 6235900) is an Investment Advisor Representative working at Newfront Retirement Services, Inc. in San Francisco, CA and has over 9 years of experience in the finance industry.

6
Scott B. McCloskey
CRD#: 4900988
450 Sansome Street, Suite 300, San Francisco, CA 94111

Scott McCloskey (CRD# 4900988) is an Investment Advisor Representative working at Newfront Retirement Services, Inc. in San Francisco, CA and has over 18 years of experience in the finance industry.

7
Zachary A. Nelson
CRD#: 5122681
Sandy, UT

Zachary Nelson (CRD# 5122681) is an Investment Advisor Representative working at Newfront Retirement Services, Inc. in Sandy, UT and has over 17 years of experience in the finance industry.

8
Sarah A. Schwartz
CRD#: 6758888
450 Sansome Street, Suite 300, San Francisco, CA 94111

Sarah Schwartz (CRD# 6758888) is an Investment Advisor Representative working at Newfront Retirement Services, Inc. in San Francisco, CA and has over 6 years of experience in the finance industry.

9
Clay D. Stafford
CRD#: 4559932
450 Sansome Street, Suite 300, San Francisco, CA 94111

Clay Stafford (CRD# 4559932) is an Investment Advisor Representative working at Newfront Retirement Services, Inc. in San Francisco, CA and has over 22 years of experience in the finance industry.

10
Jeremy R. Stoker
CRD#: 6893175
450 Sansome Street, Suite 300, San Francisco, CA 94111

Jeremy Stoker (CRD# 6893175) is an Investment Advisor Representative working at Newfront Retirement Services, Inc. in San Francisco, CA and has over 6 years of experience in the finance industry.

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