Alexa D. Gellinger
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.
Alexa Danielle Gellinger, who also goes by Alexa Danielle Hutchison, was a registered financial professional .
Alexa is a previously registered financial professional and started their career in finance in 2013. Alexa had worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 16, 2018 - January 3, 2022
NEWPORT GROUP CONSULTING, LLC
October 26, 2015 - December 22, 2017
NEWPORT GROUP SECURITIES, INC.
October 12, 2015 - January 3, 2022
NEWPORT GROUP SECURITIES, INC.
April 30, 2014 - December 10, 2014
IAA FINANCIAL LLC
March 17, 2014 - September 29, 2015
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
March 19, 2013 - September 29, 2015
INTERNATIONAL ASSETS ADVISORY, LLC
Primary Firm SEC Registration
NEWPORT GROUP CONSULTING, LLC
CRD#: 140944 / SEC#: 801-66908
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
NEWPORT GROUP CONSULTING, LLC
CRD#: 140944 / SEC#: 801-66908
Contact information
SEC notice filing (50 States and Territories)
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.
