Lindsey Elizabeth Ellis
Investment adviser representative at Newport Group Consulting, LLC
18 yearsExperience
1 stateRegistered in
$5.1BFirm assets
20 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 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
18 years in the industry.
- Ascensus Broker Dealer Services, LLCAug 2023 to now
- Newport Group Consulting, LLCApr 2013 to now
- Newport Group Securities, Inc.Jun 2018 to Sep 2023
- Newport Group, Inc.Mar 2017 to Sep 2023
- Newport Group Securities, Inc.Mar 2017 to Dec 2017
- Interserv, LLCJun 2008 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 5772771
- Firm CRD
- 140944