Newman Dignan & Sheerar, Inc.

Newman Dignan & Sheerar, Inc. (CRD# 107565) is a financial advisory firm headquartered in Providence, RI. They manage $612,949,879 in 1,042 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
260 West Exchange Street, Suite 302, Providence, RI 02903
http://www.newmandignan.com
By the Numbers
  • Total Assets Under Management
    613
    MILLION
  • Total Number of Accounts
    1,042
    ACCOUNTS
  • Average Account Value
    $588,244
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, LA, MA, ME, NH, NY, RI, TX, VA

Financial Advisors at Newman Dignan & Sheerar, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Edward Buxton, financial advisor Providence RI
Edward D. Buxton
CRD#: 4549995
260 West Exchange Street, Suite 302, Providence, RI 02903

Edward Buxton (CRD# 4549995) is an Investment Advisor Representative working at Newman Dignan & Sheerar, Inc. in Providence, RI and has over 24 years of experience in the finance industry.

2
Ann Keating, financial advisor Providence RI
Ann C. Keating
CRD#: 4635709
260 West Exchange Street, Suite 302, Providence, RI 02903

Ann Keating (CRD# 4635709) is an Investment Advisor Representative working at Newman Dignan & Sheerar, Inc. in Providence, RI and has over 20 years of experience in the finance industry.

3
Erik Manchester, financial advisor Providence RI
Erik S. Manchester
CRD#: 5883957
260 West Exchange Street, Suite 302, Providence, RI 02903

Erik Manchester (CRD# 5883957) is an Investment Advisor Representative working at Newman Dignan & Sheerar, Inc. in Providence, RI and has over 13 years of experience in the finance industry.

4
William Newman, financial advisor Providence RI
William Newman
CRD#: 2204538
260 West Exchange Street, Suite 302, Providence, RI 02903

William Newman (CRD# 2204538) is an Investment Advisor Representative working at Newman Dignan & Sheerar, Inc. in Providence, RI and has over 32 years of experience in the finance industry.

5
John Sheerar, financial advisor Providence RI
John P. Sheerar
CRD#: 4366716
260 West Exchange Street, Suite 302, Providence, RI 02903

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals