Ronald
New
Whipplewood Advisors, LLC
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About this Advisor
Ronald New is a financial advisor working out of Littleton, Colorado with a total of 1 year of industry experience. New is an advisor for Whipplewood Advisors, LLC. Throughout their career, they have worked at Stifel, Nicolaus & Co., Inc, Ghp Investment Advisors, Captial Markets Consulting, Moreton Capital Markets, Worth Street, LLC, Capital Peak, LLC and Whipplewood Advisors, LLC. New maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Colorado and Texas. Whipplewood Advisors, LLC is an advisory firm based in Littleton, CO. It manages $208 million in assets under management between its 327 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm serves six charities and foundations. Of its 327 accounts, 32% belong to high-net-worth clients who have more than $1 million in investable assets. Whipplewood Advisors, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services depend on which services are offered. Fees billed by Whipplewood Advisors, LLC can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Whipplewood Advisors, LLC Brokerage Details
$208,119,313
6
327
$636,450
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Ronald New Work History
Ronald has been registered as a financial advisor for 1 years.*
Whipplewood Advisors, LLC
Capital Peak, LLC
Worth Street, LLC
Moreton Capital Markets
Captial Markets Consulting
Ghp Investment Advisors
Stifel, Nicolaus & Co., Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ronald New to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Whipplewood Advisors, LLC
Littleton, CO
Littleton, CO
Littleton, CO
Littleton, CO
Littleton, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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