New World Advisors LLC
Legal Name: NEW WORLD ADVISORS LLC
Full Contact Details
New World Advisors LLC
350 LINCOLN STREET, SUITE 1100, HINGHAM, MA
(781) 721-1712
Other Info
New World Advisors LLC is a Massachusetts-based limited liability company. With 9 employees, 4 serving in advisory roles, the firm's client count remains unknown. The U.S. Securities and Exchange Commission approved the firm's status on May 25, 2018, and it continues to operate as NEW WORLD ADVISORS LLC.
New World Advisors
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Direct Owners
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ANDREW MICHAEL SHEPARD
PARTNER owns less than 5%
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ARTHUR ROBERT OSWALD
PARTNER owns less than 5%
-
CHRISTOPHER DAVID CABRAL
PARTNER - CHIEF INVESTMENT OFFICER owns less than 5%
-
FRANK WRIGHT BURR
PARTNER owns less than 5%
-
JOHN A FASCIANO
PARTNER owns less than 5%
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JOHN FRANCIS STEINMETZ
PARTNER owns less than 5%
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NEW WORLD ADVISORS MANAGEMENT LLC
MEMBER owns more than 25% but less than 50%
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NEW WORLD FINANCIAL HOLDINGS, LLC
MANAGING MEMBER owns more than 50% but less than 75%
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PETER RICHARD GELB
PARTNER - CHIEF FINANCIAL OFFICER owns less than 5%
-
WILLIAM WARREN NEVILLE
PARTNER - CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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ANDREW MICHAEL SHEPARD
MEMBER - PARTNER
-
ARTHUR ROBERT OSWALD
MEMBER - PARTNER
-
CHRISTOPHER DAVID CABRAL
MEMBER - PARTNER - CHIEF INVESTMENT OFFICER owns more than 25% but less than 50%
-
FRANK WRIGHT BURR
MEMBER - PARTNER
-
JOHN A FASCIANO
PARTNER owns more than 25% but less than 50%
-
JOHN FRANCIS STEINMETZ
CHAIRMAN owns more than 25% but less than 50%
-
PETER RICHARD GELB
MEMBER - CHIEF FINANCIAL OFFICER
-
WILLIAM WARREN NEVILLE
MANAGING MEMBER - CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%