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GN

Greg M. Newman

THREE OAKS PARTNERS INVESTMENT COUNSEL
CLEARWATER, FL 33762
Some features on this profile are disabled
CRD#: 2686351
GN

Professional summary

Greg Martin Newman is a registered financial advisor currently at THREE OAKS PARTNERS INVESTMENT COUNSEL LLC located in Clearwater, Florida.

Greg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Greg has worked at 4 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Greg Martin Newman'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

October 21, 2024 - Present

THREE OAKS PARTNERS INVESTMENT COUNSEL LLC

Office #1: 1901 Ulmerton Road Suite 625-304, Clearwater, FL 33762
RIA
CRD#: 333279
CLEARWATER, FL
Past

August 23, 2011 - December 6, 2017

NORTHERN TRUST INVESTMENTS, INCORPORATED

RIA
CRD#: 105780
WEST PALM BEACH, FL
Past

July 19, 1996 - May 21, 1997

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

December 20, 1995 - July 16, 1996

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA

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
(1/14/2025)
IAR
Missouri
(2/4/2025)
IAR
Texas
(10/21/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/1/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/5/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 9/23/1996
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 12/19/1995
General Securities Representative Examination

Current Firm

TO
THREE OAKS PARTNERS INVESTMENT COUNSEL LLC
THREE OAKS PARTNERS INVESTMENT COUNSEL LLC

CRD#: 333279 / SEC#:

Florida
Registered Investment Advisory firm - (1/14/2025 Approved)
Missouri
Registered Investment Advisory firm - (2/4/2025 Approved)
Texas
Registered Investment Advisory firm - (10/15/2024 Conditional Restricted)
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Contact information

Main Address
1901 Ulmerton Road Suite 625-304, Clearwater, FL 33762
Mailing Address
Phone number
(727) 228-0673
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Company Information

THREE OAKS PARTNERS INVESTMENT COUNSEL LLC

CRD#: 333279Clearwater, FL 33762

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