Ann
Keating
Newman Dignan & Sheerar, Inc
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About this Advisor
Ann Keating is a financial advisor who works out of Providence, Rhode Island with 20 years of relevant experience. Keating works at Newman Dignan & Sheerar, Inc. They have been an employee of Newman Dignan & Sheerar, Inc for all of their career. Keating has a Series 65 license, designating them as an investment advisor representative, and can operate in Rhode Island. Newman Dignan & Sheerar, Inc is an advisory business operating out of Providence, RI. The firm has a total of eight advisors. It manages $538 million in assets among its 1,087 accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm provides services to 13 charitable organizations. Of its 1,087 customer accounts, 22% are held by high-net-worth clients who have more than $1 million in assets. Newman Dignan & Sheerar, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Fees for financial management typically depend on the services. Fee types charged by Newman Dignan & Sheerar, Inc likely include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Newman Dignan & Sheerar, Inc Brokerage Details
$537,800,256
8
1,087
$494,756
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Ann Keating Work History
Ann has been registered as a financial advisor for 20 years.*
Newman Dignan & Sheerar, 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 Ann Keating 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 Newman Dignan & Sheerar, Inc
Providence, RI
Providence, RI
Providence, RI
Providence, RI
Providence, RI
Providence, RI
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