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TN

Tony R. Newman

QUEST WEALTH SOLUTIONS | Operations Manager
MANSFIELD, OH 44907
Some features on this profile are disabled
CRD#: 2888727
TN
Tony Ray NewmanQUEST WEALTH SOLUTIONS

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

Always Fiduciary
Min. Asset: Under $50K

Services Offered

Investment Planning
Retirement Planning
Comprehensive Financial Planning
Employee and Employer Plan Benefits

Aliases

Tony R Newman

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 Tony Ray Newman's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

June 30, 2026 - Present

QUEST WEALTH SOLUTIONS, INC.

Office #1: 720 Lexington Avenue, Mansfield, OH 44907
RIA
CRD#: 341599
MANSFIELD, OH
Past

March 19, 2014 - July 2, 2026

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
MANSFIELD, OH
Past

February 20, 2014 - July 2, 2026

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
MANSFIELD, OH
Past

August 4, 2003 - August 18, 2008

JBS LIBERTY SECURITIES, INC.

BD
CRD#: 36179
GREENVILLE, NC
Past

April 10, 2002 - June 26, 2003

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

July 6, 1998 - September 18, 2001

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

May 16, 1997 - July 14, 1998

WATERSTONE FINANCIAL GROUP, INC.

BD
CRD#: 10078
BOSTON, 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
Ohio
(6/30/2026)
IAR
Texas
(6/30/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/10/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/20/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/20/2014
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 5/27/2014
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 5/1/2014
General Securities Sales Supervisor - Options Module Examination

Current Firm

QW
QUEST WEALTH SOLUTIONS, INC.
QUEST WEALTH SOLUTIONS | QUEST WEALTH SOLUTIONS, INC.

CRD#: 341599 / SEC#: 801-136016

RIA
Registered Investment Advisory firm - (4/28/2026 120-Day Approval)
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Contact information

Main Address
720 Lexington Avenue, Mansfield, OH 44907
Mailing Address
Phone number
(419) 525-2525
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

QUEST WEALTH SOLUTIONS, INC. DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (4/29/2026)
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

QUEST WEALTH SOLUTIONS, INC.

Operations ManagerCRD#: 341599Mansfield, OH 44907

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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