Newman Dignan & Sheerar, Inc.

Newman Dignan & Sheerar, Inc. (CRD# 107565) is a financial advisory firm headquartered in Providence, RI. They manage $338,541,828 in 951 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    339
    MILLION
  • Total Number of Accounts
    951
    ACCOUNTS
  • Average Account Value
    $355,985
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, MA, NH, NY, RI

Financial Advisors at Newman Dignan & Sheerar, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Erik S. Manchester
CRD#: 5883957
56 Exchange Terrace, Suite 200, Providence, RI 02903
98
Wealthminder
score

Erik Manchester (CRD# 5883957) is an Investment Advisor Representative working at Newman Dignan & Sheerar, Inc. in Providence, RI and has over 6 years of experience in the finance industry.

2
William Newman
CRD#: 2204538
56 Exchange Terrace, Suite 200, Providence, RI 02903
96
Wealthminder
score

William Newman (CRD# 2204538) is an Investment Advisor Representative working at Newman Dignan & Sheerar, Inc. in Providence, RI and has over 25 years of experience in the finance industry. William Newman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Edward D. Buxton
CRD#: 4549995
56 Exchange Terrace, Suite 200, Providence, RI 02903
93
Wealthminder
score

Edward Buxton (CRD# 4549995) is an Investment Advisor Representative working at Newman Dignan & Sheerar, Inc. in Providence, RI and has over 17 years of experience in the finance industry.

4
William W. Jennings
CRD#: 4549868
56 Exchange Terrace, Suite 200, Providence, RI 02903
93
Wealthminder
score

William Jennings (CRD# 4549868) is an Investment Advisor Representative working at Newman Dignan & Sheerar, Inc. in Providence, RI and has over 17 years of experience in the finance industry.

5
Ann C. Keating
CRD#: 4635709
56 Exchange Terrace, Suite 200, Providence, RI 02903
93
Wealthminder
score

Ann Keating (CRD# 4635709) is an Investment Advisor Representative working at Newman Dignan & Sheerar, Inc. in Providence, RI and has over 14 years of experience in the finance industry.

6
John P. Sheerar
CRD#: 4366716
56 Exchange Terrace, Suite 200, Providence, RI 02903
87
Wealthminder
score

John Sheerar (CRD# 4366716) is an Investment Advisor Representative working at Newman Dignan & Sheerar, Inc. in Providence, RI and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.