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Armand Iacobellis

Investment adviser representative at Newport Capital Group, LLC
14 yearsExperience
3 statesRegistered in
$1.3BFirm assets
19 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 feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

14 years in the industry.

  1. Newport Capital Group, LLCJun 2023 to now
  2. Dynamic EngineeringJun 2022 to Jun 2023
  3. StudentJan 2012 to Jun 2022

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 3 states (NJ, NY, PA).

Newport Capital Group, LLC

$1.3BAssets managed
252Clients
10Advisers
19 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
7808003
Firm CRD
144442
Advisor's SEC record (opens in a new tab)
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