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WN

William S. Newton

SN PRIVATE WEALTH GROUP
JACKSONVILLE, FL 32224
Some features on this profile are disabled
CRD#: 2062531
WN

Professional summary

William Sterling Newton, who also goes by Bill Newton, is a registered financial advisor currently at SN PRIVATE WEALTH GROUP, LLC located in Jacksonville, Florida.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. William has worked at 11 firms and has passed the Series 65, Series 63, Series 7, Series 2, Series 6, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bill Newton

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Sterling Newton'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

April 28, 2026 - Present

SN PRIVATE WEALTH GROUP, LLC

Office #1: 13400 Sutton Park Drive South Unit 1501, Jacksonville, FL 32224
RIA
CRD#: 340495
JACKSONVILLE, FL
Past

November 12, 2025 - March 31, 2026

DESTINY FAMILY OFFICE

RIA
CRD#: 338015
Jacksonville, FL
Past

January 6, 2025 - March 31, 2026

DESTINY WEALTH PARTNERS, LLC

RIA
CRD#: 171346
Jacksonville, FL
Past

July 6, 2006 - March 7, 2025

STERLING NEWTON, INC.

RIA
CRD#: 139772
JACKSONVILLE, FL
Past

May 17, 2005 - June 12, 2006

KOVACK SECURITIES INC.

RIA
CRD#: 44848
PONTE VEDRA BEACH, FL
Past

May 11, 2005 - June 12, 2006

KOVACK SECURITIES INC.

BD
CRD#: 44848
PONTE VEDRA BEACH, FL
Past

March 31, 1997 - May 12, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
PONTE VEDRA BEACH, FL
Past

March 31, 1997 - May 12, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

September 4, 1996 - April 1, 1997

CAPITAL RESEARCH CORPORATION

BD
CRD#: 6314
JACKSONVILLE, FL
Past

June 1, 1994 - August 20, 1996

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

June 1, 1994 - August 20, 1996

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

December 20, 1991 - April 26, 1994

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496
WELLESLEY HILLS, MA
Past

September 13, 1990 - November 11, 1991

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA

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.

Highlighted states indicate IAR registrations

IAR
Florida
(4/28/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/16/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/31/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/16/1996
General Securities Representative Examination
General Industry/Product Exam
RR
Series 2
Date: 11/16/1995
Non-Member General Securities Examination
General Industry/Product Exam
RR
Series 6
Date: 8/27/1990
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 51
Date: 8/4/2003
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/6/1997
General Securities Principal Examination

Current Firm

SP
SN PRIVATE WEALTH GROUP, LLC
SN PRIVATE WEALTH GROUP LLC | SN PRIVATE WEALTH GROUP, LLC

CRD#: 340495 / SEC#:

Florida
Registered Investment Advisory firm - (4/28/2026 Approved)
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Contact information

Main Address
13400 Sutton Park Drive South Unit 1501, Jacksonville, FL 32224
Mailing Address
Phone number
(904) 226-6908
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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.

Company Information

SN PRIVATE WEALTH GROUP, LLC

CRD#: 340495Jacksonville, FL 32224

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