Tony R. Newman

QUEST WEALTH SOLUTIONS | Operations Manager

MANSFIELD, OH 44907

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CRD#: 2888727

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.

1) Licensed Insurance Agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) QWS Property LLC; Not investment-related; Same address; Real estate holding company; Member; Collect and process rent, make tax and insurance payments; Less than 5% of time during the month.

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.

CRD#: 6694

MANSFIELD, OH

Past

August 4, 2003 - August 18, 2008

JBS LIBERTY SECURITIES, INC.

CRD#: 36179

GREENVILLE, NC

Past

April 10, 2002 - June 26, 2003

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

July 6, 1998 - September 18, 2001

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Past

May 16, 1997 - July 14, 1998

WATERSTONE FINANCIAL GROUP, INC.

CRD#: 10078

BOSTON, MA

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".

QUEST WEALTH SOLUTIONS, INC.

QUEST WEALTH SOLUTIONS | QUEST WEALTH SOLUTIONS, INC.

CRD#: 341599 / SEC#: 801-136016

RIA

Registered Investment Advisory firm - (4/28/2026 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.

Highlighted states indicate IAR registrations

IAR

Ohio
(6/30/2026)

IAR

Texas
(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

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 3/10/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 7/20/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 2/20/2014

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Status Unavailable

Passed: 5/27/2014

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Status Unavailable

Passed: 5/1/2014

General Securities Sales Supervisor - Options Module Examination

Current Firm

QUEST WEALTH SOLUTIONS, INC.

QUEST WEALTH SOLUTIONS | QUEST WEALTH SOLUTIONS, INC.

CRD#: 341599 / SEC#: 801-136016

RIA

Registered Investment Advisory firm - (4/28/2026 Approved)

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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

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

QUEST WEALTH SOLUTIONS, INC. DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (8/24/2026)

Regulatory assets under management

Total Number of Accounts	929
AUM (Assets Under Management)	$ 214,553,000

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Tony R. Newman

Professional summary

At a Glance

Services Offered

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tony Ray Newman's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

JBS LIBERTY SECURITIES, INC.

WELLS FARGO CLEARING SERVICES, LLC

TD AMERITRADE, INC.

WATERSTONE FINANCIAL GROUP, INC.

Primary Firm SEC Registration

QUEST WEALTH SOLUTIONS, INC.

State Registrations and Notice Filings

Exams

Series 66

Passed: 3/10/2014

Series 63

Passed: 7/20/1998

SIE

Passed: 10/1/2018

Series 7

Passed: 2/20/2014

Series 10

Passed: 5/27/2014

Series 9

Passed: 5/1/2014

Current Firm

QUEST WEALTH SOLUTIONS, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

QUEST WEALTH SOLUTIONS, INC.

TRUST BUT VERIFY

Contact information

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