William Newman
William Newman is a registered investment advisor at Raymond James & Associates, INC., based in New Haven, CT, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
265 Church Street, Suite 401, New Haven, CT, 06510
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Regulatory History (1)
Customer Dispute
October 2009Other Business Activities
William is a paid assistant varsity boys soccer coach at Hamden High School and a member of NEWMAST LLC, a real estate rental business. He dedicates about a quarter of his time to coaching and minimal time to the real estate business.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
First Investors CorporationBroker
State Registrations19 states
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