Tony Ray Newman
CFP®Professional Summary
Tony Ray Newman, CFP®, who also goes by Tony R Newman, is a registered financial advisor currently at QUEST WEALTH SOLUTIONS, INC. located in Mansfield, Ohio. Tony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Tony has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Planning
- Retirement Planning
- Comprehensive Financial Planning
- Employee and Employer Plan Benefits
Other Aliases
Tony R Newman
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
QUEST WEALTH SOLUTIONS | QUEST WEALTH SOLUTIONS, INC.
Contact Information
Main Address
720 Lexington Avenue, Mansfield, OH 44907Phone Number
(419) 525-2525# of Employees
4SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
929AUM (Assets Under Management)
$214,553,000Similar Advisors
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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.
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Primary Firm SEC Registration
QUEST WEALTH SOLUTIONS | QUEST WEALTH SOLUTIONS, INC.
State Registrations and Notice Filings
(6/30/2026)
(6/30/2026)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed May 2014About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed May 2014About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Tony Ray Newman's CRS (Customer Relationship Summary).
Services Offered by Tony
- Investment Planning
- Retirement Planning
- Comprehensive Financial Planning
- Employee and Employer Plan Benefits
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