George
Spivak
Newport Group Consulting, LLC
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About this Advisor
George Spivak is a financial advisor based in Boca Raton, Florida, working with Newport Group Consulting, LLC. George has previously held positions at Fidelity Investments Institutional Services Company, Inc, Valic Financial Advisors, Inc, H & H Retirement Design And Management, Ascensus Broker Dealer Services, LLC, Fidelity Brokerage Services LLC, Newport Group Securities, Newport Group Consulting, and Newport Group Inc. George has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, George is part of Newport Group Consulting, LLC, which operates out of Boca Raton, 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
Services Offered
Fee Structure
Office Location
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Newport Group Consulting, LLC Brokerage Details
$2,560,003,733
30
706
$3,626,068
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
George Spivak Work History
Ascensus Broker Dealer Services, LLC
Newport Group Consulting
Newport Group Securities
Newport Group Inc
Valic Financial Advisors, Inc
H & H Retirement Design And Management
Fidelity Brokerage Services LLC
Fidelity Investments Institutional Services Company, Inc
Disclosures
Please visit the SEC profile of George Spivak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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