Tony Newman
Tony Newman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mansfield, OH, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
720 Lexington Avenue, Mansfield, OH, 44907
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Tony is an officer (Vice President) and owner of Quest Wealth Solutions, where he works as a financial advisor. He spends minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Jbs Liberty Securities, INC.Broker
Wachovia Securities, LLCBroker
TD Waterhouse Investor Services, INC.Broker
Long Grove Trading CO.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.