Steven K. Newell
Professional summary
Steven Kyle Newell, CFP®, who also goes by Kyle Newell, S K Newell, Steven K Newell, Steven Kyle Newell, Stevevn K Newell, is a registered financial advisor currently at NEWELL WEALTH MANAGEMENT, LLC located in Winter Garden, Florida.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Steven has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven Kyle Newell's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
February 15, 2022 - Present
NEWELL WEALTH MANAGEMENT, LLC
Office #1: 213 South Dillard Street Suite #150h, Winter Garden, FL 34787June 4, 2018 - March 3, 2022
LPL FINANCIAL LLC
June 1, 2018 - March 3, 2022
LPL FINANCIAL LLC
January 20, 2015 - May 23, 2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
January 15, 2015 - May 23, 2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
August 22, 2011 - November 17, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 20, 2011 - November 17, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/15/2022)
(5/24/2023)
Exams
Current Firm
NEWELL WEALTH MANAGEMENT, LLC
CRD#: 317576 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 197 |
| AUM (Assets Under Management) | $ 37,640,781 |
Red Flags
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