Marcel Pahmer

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CRD#: 4565391

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marcel Pahmer was a registered financial professional .

Marcel is a previously registered financial professional and started their career in finance in 2002. Marcel had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

September 8, 2022 - December 9, 2025

NEWPORT WEALTH ADVISORS, INC.

RIA

CRD#: 137159

NEWPORT BEACH, CA

Past

June 25, 2008 - December 31, 2023

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

NEWPORT BEACH, CA

Past

November 20, 2007 - January 7, 2025

CENTAURUS FINANCIAL, INC.

CRD#: 30833

NEWPORT BEACH, CA

Past

November 13, 2002 - November 28, 2007

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

IRVINE, CA

Past

October 10, 2002 - November 28, 2007

EQUITABLE ADVISORS, LLC

CRD#: 6627

IRVINE, CA

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 WEALTH ADVISORS, INC.

NEWPORT WEALTH ADVISORS, INC. | OLMSTED ADVISORS, INC.

CRD#: 137159 / SEC#: 801-130464

RIA

Registered Investment Advisory firm - (6/13/2024 Approved)

California

Registered Investment Advisory firm - (1/9/2018 Approved)

Texas

Registered Investment Advisory firm - (2/28/2019 Conditional Restricted)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

State Security Law Exam

IAR

Series 66

Date: 10/14/2002

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: 10/9/2002

General Securities Representative Examination

Current Firm

NEWPORT WEALTH ADVISORS, INC.

NEWPORT WEALTH ADVISORS, INC. | OLMSTED ADVISORS, INC.

CRD#: 137159 / SEC#: 801-130464

RIA

Registered Investment Advisory firm - (6/13/2024 Approved)

California

Registered Investment Advisory firm - (1/9/2018 Approved)

Texas

Registered Investment Advisory firm - (2/28/2019 Conditional Restricted)

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Contact information

Main Address

4695 Macarthur Court 11th Floor, Newport Beach, CA 92660

Mailing Address

Phone number

(877) 692-7227

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (9/25/2025)

Regulatory assets under management

Total Number of Accounts	1,124
AUM (Assets Under Management)	$ 193,260,000

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.

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Marcel Pahmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

NEWPORT WEALTH ADVISORS, INC.

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

NEWPORT WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/14/2002

SIE

Date: 10/1/2018

Series 7

Date: 10/9/2002

Current Firm

NEWPORT WEALTH ADVISORS, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NEWPORT WEALTH ADVISORS, INC.

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