Alexander Marcus
Investment adviser representative at Newport Group Consulting, LLC
11 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
11 years in the industry.
- AscensusJul 2023 to now
- Newport Group Consulting, IncNov 2022 to now
- Newport Group IncNov 2022 to Sep 2023
- Newport Group Securities, Inc.Nov 2022 to Sep 2023
- Triad AdvisorsAug 2022 to Oct 2022
- J.P. Morgan Securities LLCJul 2021 to Jun 2022
- JPMorgan Chase Bank, N.A.Apr 2019 to Jun 2021
- Country Club of Coral SpringsMay 2016 to Aug 2017
- Florida Atlantic UniversityMay 2015 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2022
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
- 7411029
- Firm CRD
- 140944