Phillip Newton
Professional summary
Phillip Newton, who also goes by Phil A Newton, Phil Andre Newton, Phil Newton, Phillip A Newton, Phillip Andre Newton, Phillip Newton, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Kansas City, Missouri and EMPOWER FINANCIAL SERVICES, INC. located in Overland Park, Kansas.
Phillip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Phillip has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Phillip Newton's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 5, 2026 - Present
EMPOWER ADVISORY GROUP, LLC
April 28, 2017 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 11501 Outlook Street Suite 400, Overland Park, KS 66211April 9, 2015 - April 20, 2017
AMERICAN CENTURY INVESTMENT SERVICES INC.
Primary Firm SEC Registration
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
State Registrations and Notice Filings
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Exams
FINRA
Current Firm
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 250,707 |
| AUM (Assets Under Management) | $ 159,120,330,491 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/26/2026 | ||
| 03/28/2025 | ||
| 11/21/2023 |
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.