Huy Le, financial advisor Lake Mary FL
90 score

Huy Le

CRD Number: 5944298
Current Firm: Newport Group Consulting, LLC

Huy Le (CRD# 5944298) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Newport Group Consulting, Inc. Lake Mary, FL Aug 2017 - Current < 1
Newport Group, Inc. Walnut Creek, CA Aug 2017 - Current < 1
Newport Group Securities, Inc. Lake Mary, FL Aug 2017 - Current < 1
Ubs Financial Services Inc. Bonita Springs, FL May 2014 - Aug 2017 3
Bank Of America, N.a. Bonita Springs,, FL Jun 2013 - May 2014 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples, FL Jan 2013 - Jun 2013 < 1
Not Employed North Charleston, SC Aug 2012 - Dec 2012 < 1
Univeristy Of South Carolina Columbia, SC Aug 2008 - Aug 2012 4
Fort Dorchester High School North Charleston, SC Aug 2004 - Jul 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Huy L. Le
Phone Number: 407-333-2905
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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