David Neil Newsom
Investment adviser representative at Sowell Management
10 yearsExperience
1 stateRegistered in
$4.8BFirm assets
21 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Sowell ManagementJul 2025 to now
- Northwestern Mutual Investment Services LLCFeb 2025 to Jul 2025
- Kyle FitzgeraldOct 2024 to Jul 2025
- Northwestern Mutual Life Insurance CompanyMar 2023 to Oct 2024
- UnemployedFeb 2015 to Mar 2023
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (AR).
Sowell Management
Legal name: Sowell Financial Services, LLC
$4.8BAssets managed
6,624Clients
102Advisers
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
- 7721192
- Firm CRD
- 127145