Newport Group Securities, Inc.

Newport Group Securities, Inc. (CRD# 29722) is a financial advisory firm headquartered in Lake Mary, FL. They manage $28,048,429,002 in 157 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    28,048
    MILLION
  • Total Number of Accounts
    157
    ACCOUNTS
  • Average Account Value
    $178,652,414
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI

Financial Advisors at Newport Group Securities, Inc.
Showing 1 - 10 of 15 top financial advisors.
1
Erik E. Gronvold
CRD#: 2672324
300 International Parkway, Suite 270, Heathrow, FL 32746
96
Wealthminder
score

Erik Gronvold (CRD# 2672324) is an Investment Advisor Representative working at Newport Group Securities, Inc. in Heathrow, FL and has over 22 years of experience in the finance industry.

2
Kevin C. Laake
CRD#: 4565700
300 International Parkway, Suite 270, Heathrow, FL 32746
96
Wealthminder
score

Kevin Laake (CRD# 4565700) is an Investment Advisor Representative working at Newport Group Securities, Inc. in Heathrow, FL and has over 16 years of experience in the finance industry.

3
Andrew P. Arigo
CRD#: 2949837
300 International Parkway Ste 270, Suite 270, Heathrow, FL 32746
93
Wealthminder
score

Andrew Arigo (CRD# 2949837) is an Investment Advisor Representative working at Newport Group Securities, Inc. in Heathrow, FL and has over 16 years of experience in the finance industry.

4
Megan C. Daufeldt
CRD#: 1097595
300 International Parkway Ste 270, Suite 270, Heathrow, FL 32746
93
Wealthminder
score

Megan Daufeldt (CRD# 1097595) is an Investment Advisor Representative working at Newport Group Securities, Inc. in Heathrow, FL and has over 34 years of experience in the finance industry.

5
Catherine G. John
CRD#: 4158153
3957 Westerre Parkway, Suite 401, Richmond, VA 23233
93
Wealthminder
score

Catherine John (CRD# 4158153) is an Investment Advisor Representative working at Newport Group Securities, Inc. in Richmond, VA and has over 18 years of experience in the finance industry.

6
Tyler P. Larkin
CRD#: 5922701
300 International Parkway Ste 270, Suite 270, Heathrow, FL 32746
93
Wealthminder
score

Tyler Larkin (CRD# 5922701) is an Investment Advisor Representative working at Newport Group Securities, Inc. in Heathrow, FL and has over 5 years of experience in the finance industry.

7
Mendel A. Melzer
CRD#: 1306791
300 International Parkway, Suite 270, Heathrow, FL 32746
93
Wealthminder
score

Mendel Melzer (CRD# 1306791) is an Investment Advisor Representative working at Newport Group Securities, Inc. in Heathrow, FL and has over 32 years of experience in the finance industry.

8
Matthew E. Meyer
CRD#: 3037038
300 Primera Blvd., Suite 200, Lake Mary, FL 32746
93
Wealthminder
score

Matthew Meyer (CRD# 3037038) is an Investment Advisor Representative working at Newport Group Securities, Inc. in Lake Mary, FL and has over 19 years of experience in the finance industry.

9
Sandra Narvaez
CRD#: 2290311
300 International Parkway, Suite 270, Heathrow, FL 32746
93
Wealthminder
score

Sandra Narvaez (CRD# 2290311) is an Investment Advisor Representative working at Newport Group Securities, Inc. in Heathrow, FL and has over 14 years of experience in the finance industry.

10
Katelyn E. Stewart
CRD#: 5638977
13925 Ballantyne Corporate Place, Suite 500, Charlotte, NC 28277
93
Wealthminder
score

Katelyn Stewart (CRD# 5638977) is an Investment Advisor Representative working at Newport Group Securities, Inc. in Charlotte, NC and has over 9 years of experience in the finance industry.

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