Newport Group Securities Inc
Legal Name: NEWPORT GROUP SECURITIES, INC.
Full Contact Details
Newport Group Securities Inc
300 PRIMERA BLVD., SUITE 200, LAKE MARY, FL
407-333-2905
407-333-2815
Other Info
Newport Group Securities Inc, also known as NEWPORT GROUP SECURITIES, INC is a Florida-based corporation with 32 employees, with 22 of them actively engaging in advisory roles, although the number of clients served is unknown. Its SEC status is currently listed as Approved, with a registration date of Jul 20, 2001.
Newport: Smarter Retirement Services & Consulting | Newport
Newport is a leading independent retirement services provider and trusted partner in delivering comprehensive financial wellness solutions and expertise that best fit our customers' needs. Newport Group, Inc. and its affiliates provide recordkeeping, plan administration, trust and custody, consultin…
Direct Owners
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GIGI KLARA SZEKELY
CCO & SVP, ERMO owns less than 5%
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KURT JAMES LANING
PRESIDENT & DIRECTOR owns less than 5%
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MATTHEW EDWIN MEYER
VICE PRESIDENT & DIRECTOR owns less than 5%
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NEWPORT GROUP HOLDINGS I, INC.
OWNER owns 75% or more
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SEAN NOEL HAVLIN
FINANCIAL OPERATIONS PRINCIPAL & TREASURER owns less than 5%
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LYNN MARIE ATKINSON
TREASURER owns less than 5%
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MICHAEL DOUGLAS SHANNON
VICE PRESIDENT owns less than 5%
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TERESA JEAN SHERRARD
VICE PRESIDENT/ FINOP owns less than 5%
Indirect Owners
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KIA X (BADGER) INVESTOR, L.P.
LIMITED PARTNER owns more than 50% but less than 75%
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NEWPORT GROUP HOLDINGS II, INC.
OWNER owns 75% or more
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NEWPORT GROUP HOLDINGS, L.P.
OWNER owns 75% or more
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NEWPORT HOLDINGS GP I, LLC
GENERAL PARTNER