Philip
Kidd

Newport Group Consulting, LLC

CRD#4918953
Investment Advisor
in Lake Mary, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Philip Kidd is a financial advisor based in Lake Mary, Florida with a total of 1 year of relevant experience. Kidd works at Newport Group Consulting, LLC. Throughout their career, Kidd has worked at Newport Group Securities, Inc, The Newport Group, Inc, Newport Group, Inc, Newport Group Consulting, LLC, Capacuity Securities, Inc and Capacuity LLC. Kidd holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to advise clients in Florida. Newport Group Consulting, LLC is a business based in Lake Mary, FL. It manages $10 billion in assets across its 589 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Newport Group Consulting, LLC has a broad array of services, such as 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 usually depend on which services are offered. However, fees charged by Newport Group Consulting, LLC most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Philip Kidd Work History

Philip has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Newport Group Securities, Inc

2022 - Present (2 years)

Newport Group Consulting, LLC

2020 - 2022 (2 years)

Capacuity Securities, Inc

2020 - 2022 (2 years)

Capacuity LLC

2017 - 2020 (3 years)

Newport Group, Inc

2017 - 2020 (3 years)

Newport Group Consulting, LLC

2011 - 2020 (9 years)

Newport Group Securities, Inc

2011 - 2016 (5 years)

The Newport Group, 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 Philip Kidd 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
Alexander Marcus
Lake Mary, FL
Paul Moehle
Lake Mary, FL
Nadir Minocher
Auburndale, MA
Erin Nelson
Lake Mary, FL
Grant Sandberg
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started