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SS

Steven F. Schreiber

NEWPORT GROUP CONSULTING
Ocoee, FL
Some features on this profile are disabled
CRD#: 5521217
SS

Professional summary

Steven Francis Schreiber, who also goes by Steven Schreiber, is a registered financial advisor currently at NEWPORT GROUP CONSULTING, LLC located in Ocoee, Florida.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Steven has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Steven Schreiber

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 Steven Francis Schreiber'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

August 19, 2009 - Present

NEWPORT GROUP CONSULTING, LLC

RIA
CRD#: 140944
Ocoee, FL
Past

May 3, 2017 - December 21, 2017

NEWPORT GROUP SECURITIES, INC.

RIA
CRD#: 29722
LAKE MARY, FL
Past

June 26, 2008 - December 31, 2008

SS INVESTMENT MANAGEMENT

RIA
CRD#: 147126
OCOEE, FL

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".
NG
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.

Highlighted states indicate IAR registrations

IAR
Florida
(5/3/2017)

Exams

Current Firm

NG
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)
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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
28

SEC notice filing (50 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts3,858
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.

Company Information

NEWPORT GROUP CONSULTING, LLC

CRD#: 140944Ocoee, FL

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