Michael Newins
Michael Newins is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Hauppauge, NY, with 15 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.
Fee Estimator
Location
100 Motor Parkway, 2nd Floor, Hauppauge, NY, 11788
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2023Other Business Activities
Michael is the treasurer for Potunk Lodge #1071 F&AM, a masonic lodge and charity, and maintains the checkbook. This requires minimal time.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
Metlife Securities INC.Broker
State Registrations34 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.
Exams
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