Carol
Newman

Wingate Wealth Advisors, Inc

CRD#6173001
Investment Advisor
in Lexington, MA

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About this Advisor

Carol Newman is a financial advisor working in Lexington, Massachusetts, with a total of 10 years of industry experience. Newman is an advisor for Wingate Wealth Advisors, Inc. Newman has gained experience at Wingate Wealth Advisors, LLC and Wingate Wealth Advisors LLC. Newman has a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in Massachusetts. Wingate Wealth Advisors, Inc is a financial advisory business operating out of Lexington, MA. It handles $1 billion in total assets between its 2,861 accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm provides financial advisory services to seven charitable organizations. Of its 2,861 client accounts, 46% belong to high-net-worth investors who have more than $1 million in assets available to invest. Wingate Wealth Advisors, Inc provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management typically depend on which services are provided. However, fees charged by Wingate Wealth Advisors, Inc can include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

450 Bedford Street
Lexington, MA 02420-1547

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Wingate Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$1,093,379,683

MA Average: $16,012,751,954
Total Number of Employees

24

MA Average: 118
Total Number of Accounts

2,861

MA Average: 4,567
Average Account Size

$382,167

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Carol Newman Work History

Carol has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Wingate Wealth Advisors, LLC

2000 - 2013 (13 years)

Wingate Wealth Advisors LLC

*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 Carol Newman 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 Wingate Wealth Advisors, Inc

Christopher Bekel
Lexington, MA
Teofilo Ferreira
Lexington, MA
Lianna Deprey
Lexington, MA
Cara Whipkey
Lexington, MA
Gary Pomerantz
Lexington, MA
John Slupski
Lexington, MA
Jason Sikorski
Lexington, MA
Peter Frailey
Lexington, MA

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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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.

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