Ronald David New
Investment adviser representative at Whipplewood Advisors, LLC
7 yearsExperience
2 statesRegistered in
$324.5MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
7 years in the industry.
- Whipplewood Advisors, LLCJun 2022 to now
- Capital Peak, LLCJan 2022 to Jun 2022
- Worth Street, LLCDec 2019 to Jan 2022
- Moreton Capital MarketsMar 2017 to Dec 2019
- Captial Markets ConsultingAug 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Whipplewood Advisors, LLC
$324.5MAssets managed
377Clients
5Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1692877
- Firm CRD
- 282860