Weston Myles Newman
Investment adviser representative at Yale Capital Corp.
11 yearsExperience
3 statesRegistered in
CFADesignation
$5.6BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Yale Capital Corp.Mar 2020 to now
- Texas Yale Capital Corp.Mar 2020 to now
- Goodpasture GraySep 2017 to Feb 2020
- HSBC Securities (USA) Inc.Oct 2015 to Jun 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 3 states (CA, FL, TX).
Yale Capital Corp.
Legal name: Texas Yale Capital Corp.
$5.6BAssets managed
118Clients
5Advisers
21 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
- 6266105
- Firm CRD
- 126992