Alexander
Marcus

Newport Group Consulting, LLC

CRD#7411029
Investment Advisor
in Lake Mary, FL

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About this Advisor

Alexander Marcus is a financial advisor based in Lake Mary, Florida, working with Newport Group Consulting, LLC. Alexander has previously held positions at Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Country Club Of Coral Springs, Florida Atlantic University, Triad Advisors, Newport Group Securities, Inc, Newport Group Inc, Newport Group Consulting, Inc, and Ascensus. Alexander has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Alexander is part of Newport Group Consulting, LLC, which operates out of Lake Mary, Florida. The firm has 30 employees and manages assets totaling $2.6 billion. The services offered by the firm include portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Newport Group Consulting, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

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, Others

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

$2,560,003,733

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

30

FL Average: 62
Total Number of Accounts

706

FL Average: 2,474
Average Account Size

$3,626,068

FL Average: $750,025

Investment Advisory Services

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

Alexander Marcus Work History

2023 - Present (1 year)

Ascensus

2022 - Present (2 years)

Newport Group Consulting, Inc

2022 - 2022 (< 1 year)

Triad Advisors

2022 - 2023 (1 year)

Newport Group Securities, Inc

2022 - 2023 (1 year)

Newport Group Inc

2021 - 2022 (1 year)

J.P. Morgan Securities LLC

2019 - 2021 (2 years)

Jpmorgan Chase Bank, N.A

2016 - 2017 (1 year)

Country Club Of Coral Springs

2015 - 2019 (4 years)

Florida Atlantic University

Disclosures

Please visit the SEC profile of Alexander Marcus 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

Matthew Waggoner
Lake Mary, FL
Jeffrey Bush
Lake Mary, FL
Regina Rowland
Lake Mary, FL
Scott Mcgee
Lake Mary, FL
John Dahle
Lake Mary, FL
Paul Escobar
Lake Mary, FL
Nadir Minocher
Auburndale, MA
Alexander Marcus
Lake Mary, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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