Lee Scott Grout
Investment adviser representative at Newsquare Capital, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$2.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Newsquare Capital, LLCDec 2019 to now
- UnemployedJan 2018 to Nov 2019
- Chartwell PartnersOct 2016 to Dec 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (PA).
Newsquare Capital, LLC
$2.4BAssets managed
2,196Clients
5Advisers
16 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
- 2574387
- Firm CRD
- 152430