Weston Newman is a CFA-designated registered investment advisor at Yale Capital CORP., based in St. Petersburg, FL, with 10 years of industry experience. Weston operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 112 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Yale Capital Corp. charges a percentage of the value of your portfolio. The exact percentage is negotiable and depends on the amount of work and attention needed to manage your account. The fee ranges from 0% to 1.5% per year.
Location
6475 1st Ave South, St. Petersburg, FL, 33707
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Yale Capital CORP.
Previous Registrations
Goodpasture Gray
Hsbc Securities (USA) INC.Broker
Suntrust Robinson Humphrey, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.