Nadir R. Minocher

NEWPORT GROUP CONSULTING

Auburndale, MA

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CRD#: 2169972

Professional summary

Nadir Rashid Minocher, who also goes by Jon Minocher, is a registered financial advisor currently at NEWPORT GROUP CONSULTING, LLC located in Auburndale, Massachusetts and ASCENSUS BROKER DEALER SERVICES, LLC located in Lake Mary, Florida.

Nadir is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Nadir has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Minocher

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.

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 Nadir Rashid Minocher'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 19, 2022 - Present

NEWPORT GROUP CONSULTING, LLC

RIA

CRD#: 140944

Auburndale, MA

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

January 17, 2018 - December 31, 2021

NEWPORT GROUP CONSULTING, LLC

RIA

CRD#: 140944

Auburndale, MA

Past

March 23, 2011 - December 26, 2017

NEWPORT GROUP SECURITIES, INC.

RIA

CRD#: 29722

AUBURNDALE, MA

Past

March 10, 2011 - September 6, 2023

NEWPORT GROUP SECURITIES, INC.

CRD#: 29722

LAKE MARY, FL

Past

July 31, 2008 - March 15, 2011

CLARK INVESTMENT STRATEGIES, INC.

RIA

CRD#: 145853

BRAINTREE, MA

Past

July 31, 2008 - March 15, 2011

CLARK SECURITIES, INC.

CRD#: 43803

GREENSBORO, NC

Past

November 19, 2002 - July 30, 2008

HRH INVESTMENT ADVISORS, LLC

RIA

CRD#: 112189

BRAINTREE, MA

Past

January 9, 1997 - July 30, 2008

WESTPORT FINANCIAL SERVICES, L.L.C.

CRD#: 38449

BRAINTREE, MA

Past

March 1, 1996 - January 17, 1997

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

July 8, 1993 - March 1, 1996

G. R. PHELPS & CO., INC.

CRD#: 173

Past

August 16, 1991 - April 29, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

August 16, 1991 - April 29, 1993

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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
(7/24/2023)

California
(7/24/2023)

Colorado
(7/24/2023)

Connecticut
(7/24/2023)

Delaware
(7/24/2023)

IAR

Florida
(2/10/2022)

Florida
(7/24/2023)

Georgia
(7/24/2023)

Illinois
(7/24/2023)

Maine
(7/24/2023)

Maryland
(7/24/2023)

IAR

Massachusetts
(1/19/2022)

Massachusetts
(9/6/2023)

Missouri
(7/24/2023)

New Jersey
(7/24/2023)

New York
(7/24/2023)

North Carolina
(9/6/2023)

Ohio
(7/25/2023)

Oregon
(9/6/2023)

Pennsylvania
(9/6/2023)

Rhode Island
(7/24/2023)

South Carolina
(7/24/2023)

Texas
(7/24/2023)

Virginia
(9/6/2023)

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: 11/15/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/25/1992

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: 8/15/1991

Investment Company Products/Variable Contracts 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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Advisor Monitoring

Firm Stability Insights

Nadir R. Minocher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nadir Rashid Minocher's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASCENSUS BROKER DEALER SERVICES, LLC

NEWPORT GROUP CONSULTING, LLC

NEWPORT GROUP SECURITIES, INC.

NEWPORT GROUP SECURITIES, INC.

CLARK INVESTMENT STRATEGIES, INC.

CLARK SECURITIES, INC.

HRH INVESTMENT ADVISORS, LLC

WESTPORT FINANCIAL SERVICES, L.L.C.

MML INVESTORS SERVICES, LLC

G. R. PHELPS & CO., INC.

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

NEWPORT GROUP CONSULTING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/15/2002

Series 63

Date: 6/25/1992

SIE

Date: 10/1/2018

Series 6

Date: 8/15/1991

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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