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Scott M. Newport

NEWPORT INVESTMENT ADVISORS
SYCAMORE, IL 60178-3166
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CRD#: 2790032
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Professional summary


Scott Maxwell Newport, who also goes by Scott Newport, is a registered financial advisor currently at NEWPORT INVESTMENT ADVISORS, INC. located in Sycamore, Illinois.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Scott has worked at 1 firm and has passed the Series 65 and Series 2 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Scott Newport

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.
Illinois Farm Business Farm Management (FBFM); Non-investment related; 1350 W Prairie Drive, Sycamore, Illinois, 60178; Farming business analysis services; CEO; Start: 1989; Hours per month: 160, majority during trading hours. Duties: Operations oversight.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Scott Maxwell Newport'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 11, 1997 - Present

NEWPORT INVESTMENT ADVISORS, INC.

Office #1: 1350 West Prairie Dr, Sycamore, IL 60178-3166
RIA
CRD#: 123948
SYCAMORE, IL

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
Illinois
(10/11/1997)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/28/1996
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 2
Date: 8/14/1996
Non-Member General Securities Examination

Current Firm


NI
NEWPORT INVESTMENT ADVISORS, INC.
NEWPORT INVESTMENT ADVISORS, INC.

CRD#: 123948 / SEC#:

Illinois
Registered Investment Advisory firm - (10/11/1996 Approved)
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Contact information


Main Address
1350 West Prairie Dr, Sycamore, IL 60178-3166
Mailing Address
Phone number
(815) 756-9839
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts46
AUM (Assets Under Management)$ 25,223,319

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


NEWPORT INVESTMENT ADVISORS, INC.

CRD#: 123948Sycamore, IL 60178-3166

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