Sherod
Bigelow

Newmark Capital Management, LLC

CRD#4227114
Investment Advisor
in Tempe, AZ

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About this Advisor

Sherod Bigelow is an investment advisor whose office is in Tempe, Arizona. Currently an investment advisor with Newmark Capital Management, LLC, they have accrued 17 years of work experience. Bigelow maintains Series 63 and Series 66 licenses, certifying the advisor as a securities broker. Bigelow is able to advise investors in Arizona. Over the course of their career, they have held roles at Sagepoint Financial, Inc, Aig Financial Advisors, Inc, First Financial Equity Corporation, Alliance Financial Group, United Planners' Financial Services, Seros Financial, LLC and Newmark Capital Managment, LLC. Newmark Capital Management, LLC is based out of Tempe, Arizona. None of the firm's clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital.

Certifications and Registrations

Series 63, Series 66

Years of Experience

17 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

2141 East Broadway Rd. Suite 220
Tempe, AZ 85282

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Newmark Capital Management, LLC Brokerage Details

Total Assets Under Management

$50,623,618

AZ Average: $1,555,372,352
Total Number of Employees

5

AZ Average: 37
Total Number of Accounts

101

AZ Average: 1,370
Average Account Size

$501,224

AZ Average: $1,135,308

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Sherod Bigelow Work History

Sherod has 17 years of experience.

2013 - Present (6 years)

United Planners' Financial Services

2011 - Present (8 years)

Seros Financial, LLC

2010 - Present (9 years)

Newmark Capital Managment, LLC

2010 - 2013 (3 years)

First Financial Equity Corporation

2009 - 2009 (< 1 year)

Sagepoint Financial, Inc

2005 - 2009 (4 years)

Aig Financial Advisors, Inc

2001 - 2012 (11 years)

Alliance Financial Group

Disclosures

Sherod Bigelow has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Newmark Capital Management, LLC

Jill Baumes
Tempe, AZ
Jeremy Smith
Tempe, AZ
Sherod Bigelow
Tempe, AZ

This content was compiled from the SEC and FINRA.

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