Paul R. Moehle
Professional summary
Paul Robert Moehle, who also goes by Paul Moehle, is a registered financial advisor currently at NEWPORT GROUP CONSULTING, LLC located in Lake Mary, 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 2012. Paul has worked at 3 firms and has passed the SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Robert Moehle's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 27, 2017 - Present
NEWPORT GROUP CONSULTING, LLC
Office #1: 300 Primera Blvd. Suite 200, Lake Mary, FL 32746August 31, 2023 - Present
ASCENSUS BROKER DEALER SERVICES, LLC
Office #1: 300 Primera Blvd. Suite 200, Lake Mary, FL 32746December 11, 2012 - August 31, 2023
NEWPORT GROUP SECURITIES, INC.
June 12, 2012 - December 21, 2017
NEWPORT GROUP SECURITIES, INC.
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.
Highlighted states indicate IAR registrations
(4/27/2017)
Exams
FINRA
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
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