Paul G. Escobar

NEWPORT GROUP CONSULTING

Belle Isle, FL

Some features on this profile are disabled

CRD#: 2961229

Professional summary

Paul Gerald Escobar is a registered financial advisor currently at NEWPORT GROUP CONSULTING, LLC located in Belle Isle, Florida and ASCENSUS BROKER DEALER SERVICES, LLC located in Lake Mary, Florida.

Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Paul has worked at 15 firms and has passed the Series 65, Series 66, SIE, Series 7 and Series 6 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.

As part of the individuals job responsibilities, the individual may also offer insurance products through the firm or its affiliates.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Gerald Escobar'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

May 1, 2017 - Present

NEWPORT GROUP CONSULTING, LLC

RIA

CRD#: 140944

Belle Isle, FL

Current

August 31, 2023 - Present

ASCENSUS BROKER DEALER SERVICES, LLC

Office #1: 300 Primera Blvd. Suite 200, Lake Mary, FL 32746

CRD#: 36478

Lake Mary, FL

Past

February 11, 2013 - December 21, 2017

NEWPORT GROUP SECURITIES, INC.

RIA

CRD#: 29722

Lake Mary, FL

Past

January 24, 2013 - August 31, 2023

NEWPORT GROUP SECURITIES, INC.

CRD#: 29722

Lake Mary, FL

Past

October 1, 2012 - December 12, 2011

DYNAMIC

RIA

CRD#: 151367

BOSTON, MA

Past

September 26, 2011 - November 28, 2011

SLOANE MCCARRON CAPITAL ADVISORS, LLC

RIA

CRD#: 156124

NORWELL, MA

Past

November 5, 2010 - September 21, 2012

LIGHTHOUSE CAPITAL, LLC

RIA

CRD#: 147497

BOSTON, MA

Past

November 3, 2010 - December 31, 2012

SOMERSET SECURITIES, INC.

CRD#: 2493

BOSTON, MA

Past

November 16, 2009 - November 3, 2010

U.S. FINANCIAL ADVISORS

RIA

CRD#: 108763

BRAINTREE, MA

Past

November 5, 2009 - November 2, 2010

OSAIC FS, INC.

CRD#: 3870

BRAINTREE, MA

Past

March 25, 2008 - February 4, 2009

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

CRD#: 30107

BOSTON, MA

Past

August 23, 2005 - October 31, 2007

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

NEWTON, MA

Past

April 30, 2004 - November 5, 2004

MBSC, LLC

CRD#: 42430

NEW YORK, NY

Past

January 8, 2004 - August 12, 2005

MELLON FUNDS DISTRIBUTOR, L.P.

CRD#: 39414

BOSTON, MA

Past

June 23, 1999 - October 25, 2002

FIS SECURITIES, INC.

CRD#: 30533

BOSTON, MA

Past

October 27, 1997 - October 12, 1998

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

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".

NEWPORT GROUP CONSULTING, LLC

INTERSERV, LLC | NEWPORT GROUP CONSULTING, LLC | NEWPORT GROUP

CRD#: 140944 / SEC#: 801-66908

RIA

Registered Investment Advisory firm - (6/20/2006 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Florida
(5/1/2017)

Massachusetts
(1/2/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/7/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/14/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/23/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/24/1997

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

NEWPORT GROUP CONSULTING, LLC

INTERSERV, LLC | NEWPORT GROUP CONSULTING, LLC | NEWPORT GROUP

CRD#: 140944 / SEC#: 801-66908

RIA

Registered Investment Advisory firm - (6/20/2006 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

300 Primera Blvd. Suite 200, Lake Mary, FL 32746

Mailing Address

Phone number

(407) 333-2905

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

NGC ADV PART 2A-2B COMBINED AMEND 05-13-2024 V2 (11/11/2025)

MANAGED ACCOUNT SERVICE ADV PART 2A AND 2B 08-22-2024 FINAL (3/24/2025)

Regulatory assets under management

Total Number of Accounts	3,858
AUM (Assets Under Management)	$ 4,397,492,520

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Paul G. Escobar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Gerald Escobar's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASCENSUS BROKER DEALER SERVICES, LLC

NEWPORT GROUP SECURITIES, INC.

NEWPORT GROUP SECURITIES, INC.

DYNAMIC

SLOANE MCCARRON CAPITAL ADVISORS, LLC

LIGHTHOUSE CAPITAL, LLC

SOMERSET SECURITIES, INC.

U.S. FINANCIAL ADVISORS

OSAIC FS, INC.

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

KESTRA INVESTMENT SERVICES, LLC

MBSC, LLC

MELLON FUNDS DISTRIBUTOR, L.P.

FIS SECURITIES, INC.

VOYA FINANCIAL PARTNERS, LLC

Primary Firm SEC Registration

NEWPORT GROUP CONSULTING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/7/2009

Series 66

Date: 9/14/1999

SIE

Date: 10/1/2018

Series 7

Date: 5/23/2000

Series 6

Date: 10/24/1997

FINRA

Current Firm

NEWPORT GROUP CONSULTING, LLC

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NEWPORT GROUP CONSULTING, LLC

TRUST BUT VERIFY

Similar Advisors