Paul
Moehle

Newport Group Consulting, LLC

CRD#6021700
Investment Advisor
in Lake Mary, FL

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About this Advisor

Paul Moehle is a chartered financial analyst operating in Lake Mary, Florida, who has 6 years of industry experience. Moehle works at Newport Group Consulting, LLC. Over the course of their career, Moehle has held roles at Newport Group Securities, Inc, Newport Group, Inc, Newport Group Consulting, LLC and The Newport Group. Moehle can operate in Florida. Newport Group Consulting, LLC is a financial advisory business that has its headquarters in Lake Mary, FL. It administers $10 billion in assets among its 589 client accounts, making it one of the biggest firms in the country by assets under management. The business offers a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees typically vary depending on which services the firm provides the client. However, fees charged by Newport Group Consulting, LLC can be comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

300 Primera Blvd. Suite 200
Lake Mary, FL 32746

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Newport Group Consulting, LLC Brokerage Details

Total Assets Under Management

$10,396,176,875

FL Average: $1,855,561,029
Total Number of Employees

38

FL Average: 62
Total Number of Accounts

589

FL Average: 2,474
Average Account Size

$17,650,555

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Paul Moehle Work History

Paul has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Newport Group Consulting, LLC

2016 - Present (8 years)

Newport Group, Inc

2011 - Present (13 years)

Newport Group Securities, Inc

2011 - 2016 (5 years)

The Newport Group

*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 Paul Moehle 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 Newport Group Consulting, LLC

Paul Escobar
Lake Mary, FL
Matthew Waggoner
Lake Mary, FL
Natalie Fong
Lake Mary, FL
Trenton Holec
Lake Mary, FL
Nadir Minocher
Auburndale, MA
Alexander Marcus
Lake Mary, FL
Erin Nelson
Lake Mary, FL
Paul Moehle
Lake Mary, FL

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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