Eddie B. Allen

NEWPORT GROUP CONSULTING

JACKSONVILLE, FL

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CRD#: 1280627

Professional summary

Eddie Bryan Allen, who also goes by Eddie Bryan Allen Sr, is a registered financial advisor currently at NEWPORT GROUP CONSULTING, LLC located in Jacksonville, Florida and ASCENSUS BROKER DEALER SERVICES, LLC located in Lake Mary, Florida.

Eddie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Eddie has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eddie Bryan Allen Sr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. EBA HOLDINGS, INC., NON-INVESTMENT RELATED, 10080 Golf Club Drive, Jacksonville, Fl 32256. PRESIDENT AND OWN 100% OF THE BUSINESS WHICH WAS ESTABLISHED DECEMBER 2000 SOLELY FOR PERSONAL FINANCIAL HOLDINGS. I DEVOTE 0 HOURS PER MONTH TO THIS BUSINESS. 2. Registrant is engaged as a passive investor for Plan J Partners LLC with the operating company of Citrus Transport LLC. In this position, registrant will attend quarterly Board of Director meetings. Citrus Transport LLC is located at 9850 New Berlin Road, Jacksonville, FL 32226. Registrant works approximately 5 hours per month in this non-investment related position. The hours associated with this activity do not conflict with Ascensus business hours. 3. As part of the individuals job responsibilities, the individual may also offer insurance products through the firm or its affiliates.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eddie Bryan Allen's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 24, 2018 - Present

NEWPORT GROUP CONSULTING, LLC

RIA

CRD#: 140944

JACKSONVILLE, FL

Current

July 24, 2023 - Present

ASCENSUS BROKER DEALER SERVICES, LLC

Office #1: 300 Primera Blvd. Suite 200, Lake Mary, FL 32746

CRD#: 36478

Lake Mary, FL

Past

October 16, 2003 - December 22, 2017

NEWPORT GROUP SECURITIES, INC.

RIA

CRD#: 29722

JACKSONVILLE, FL

Past

January 21, 1997 - September 6, 2023

NEWPORT GROUP SECURITIES, INC.

CRD#: 29722

LAKE MARY, FL

Past

October 12, 1994 - December 10, 1996

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

September 28, 1994 - January 17, 1995

NEWPORT GROUP SECURITIES, INC.

CRD#: 29722

LAKE MARY, FL

Past

June 10, 1987 - May 24, 1988

CAPITOL SECURITIES MANAGEMENT, INC.

CRD#: 14169

Past

November 4, 1985 - December 15, 1986

CINCINNATI ANALYSTS, INC.

CRD#: 5478

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NEWPORT GROUP CONSULTING, LLC

INTERSERV, LLC | NEWPORT GROUP CONSULTING, LLC | NEWPORT GROUP

CRD#: 140944 / SEC#: 801-66908

RIA

Registered Investment Advisory firm - (6/20/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(7/25/2023)

California
(7/25/2023)

Colorado
(7/25/2023)

Delaware
(7/26/2023)

IAR

Florida
(1/24/2018)

Florida
(7/25/2023)

Georgia
(7/26/2023)

Illinois
(7/27/2023)

Iowa
(7/31/2023)

Maryland
(7/28/2023)

Michigan
(7/26/2023)

Minnesota
(7/25/2023)

Missouri
(7/25/2023)

New Jersey
(7/25/2023)

New York
(7/25/2023)

North Carolina
(9/7/2023)

South Carolina
(7/28/2023)

Texas
(7/24/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/25/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/10/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/26/1994

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 8/17/1985

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

NEWPORT GROUP CONSULTING, LLC

INTERSERV, LLC | NEWPORT GROUP CONSULTING, LLC | NEWPORT GROUP

CRD#: 140944 / SEC#: 801-66908

RIA

Registered Investment Advisory firm - (6/20/2006 Approved)

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Contact information

Main Address

300 Primera Blvd. Suite 200, Lake Mary, FL 32746

Mailing Address

Phone number

(407) 333-2905

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

NGC ADV PART 2A-2B COMBINED AMEND 05-13-2024 V2 (11/11/2025)

MANAGED ACCOUNT SERVICE ADV PART 2A AND 2B 08-22-2024 FINAL (3/24/2025)

Regulatory assets under management

Total Number of Accounts	3,858
AUM (Assets Under Management)	$ 4,397,492,520

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Eddie B. Allen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eddie Bryan Allen's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASCENSUS BROKER DEALER SERVICES, LLC

NEWPORT GROUP SECURITIES, INC.

NEWPORT GROUP SECURITIES, INC.

MUTUAL SERVICE CORPORATION

NEWPORT GROUP SECURITIES, INC.

CAPITOL SECURITIES MANAGEMENT, INC.

CINCINNATI ANALYSTS, INC.

Primary Firm SEC Registration

NEWPORT GROUP CONSULTING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/25/2003

Series 63

Date: 8/10/1994

SIE

Date: 10/1/2018

Series 6

Date: 4/26/1994

Series 7

Date: 8/17/1985

FINRA

Current Firm

NEWPORT GROUP CONSULTING, LLC

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NEWPORT GROUP CONSULTING, LLC

TRUST BUT VERIFY

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