Steve Lee Williams
Investment adviser representative at Newport Group Consulting, LLC
23 yearsExperience
1 stateRegistered in
CFADesignation
$5.1BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Ascensus Broker Dealer Services, LLCAug 2023 to now
- Newport Group Consulting, LLCJan 2018 to now
- Newport Group, Inc.Apr 2016 to Sep 2023
- Newport Group Securities, Inc.May 2003 to Sep 2023
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (FL).
Newport Group Consulting, LLC
$5.1BAssets managed
3,761Clients
22Advisers
20 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
- 4809042
- Firm CRD
- 140944