Mark Newman is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
Mack Center Iv, South 61, Paramus Road, Paramus, NJ, 07652
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Regulatory History (1)
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Customer Dispute
May 2000Denied
Other Business Activities
Mark owns rental property in Stratton Mountain, VT since 2016. He is also a partner at JP Newms Capital, LP since 2023, spending minimal time on investment decisions and advice.
Employment History
Current Registrations
Morgan Stanley
July 2009 - Present · 16 yrs 10 mos
Morgan Stanley
July 2009 - Present · 16 yrs 10 mos
Morgan StanleyBroker
July 2009 - Present · 16 yrs 10 mos
Previous Registrations
Chase Investment Services CORP.
December 1999 - July 2009 · 9 yrs 7 mos
Chase Investment Services CORP.Broker
April 1998 - July 2009 · 11 yrs 3 mos
Whale Securities CO., L.P.Broker
March 1995 - April 1998 · 3 yrs 1 mo
D. H. Blair & CO., INC.Broker
June 1992 - March 1995 · 2 yrs 9 mos
State Registrations21 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.