Scott
Newson
Transamerica Financial Advisors, Inc
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About this Advisor
Scott Newson is a financial advisor working out of Coral Gables, Florida with a total of 5 years of relevant experience. Newson is an employee of Transamerica Financial Advisors, Inc. The advisor has gained experience at Mastec Inc, World Financial Group, Inc, Transamerica Financial Advisors, Inc, Scott David Newson-Rental Property, Cpa and Wealthwave. Newson holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Florida and North Carolina. Transamerica Financial Advisors, Inc is a financial advisory business based in Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 people on staff. It has $2 billion in assets among its 59,659 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 18 charities and foundations. Of its 59,659 client accounts, just 2% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Transamerica Financial Advisors, Inc provides a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which service is offered. However, fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Scott Newson Work History
Scott has been registered as a financial advisor for 5 years.*
Cpa
Wealthwave
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Scott David Newson-Rental Property
Mastec 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 Scott Newson 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 Transamerica Financial Advisors, Inc
Irvine, CA
Macon, GA
Plano, TX
Braintree, MA
Bridgeport, MI
Falls Church, VA
Pasadena, CA
Woodland Hills, CA
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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