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Newport Investment Advisors Inc
SEC-regulated
Registered investment advisor
Newport Investment Advisors, Inc. is a registered investment advisor located in Beachwood, Ohio. The firm is led by President Kenneth Holeski, who has been overseeing all investment activities since 1988. Kenneth holds a Bachelor's degree in Business Administration and is a registered Investment Adviser Representative with a Series 2 license. He has no disciplinary actions to disclose and is not engaged in any other investment-related business activities.
Senior Vice President Justin Holeski joined Newport in 2013 and is responsible for growing the firm's assets under management. Justin has a background in finance and accounting, having worked at J.P. Morgan's Private Bank prior to joining Newport. He is a registered Investment Adviser Representative and has no disciplinary actions to disclose.
Both Kenneth and Justin do not engage in any other business activities that could create conflicts of interest with clients. They do not receive commissions or compensation based on the sale of securities. The firm's advisory personnel are supervised by Kenneth Holeski, who serves as the President, Chief Investment Officer, and Chief Compliance Officer. Clients can contact Kenneth for any questions or to request a copy of the firm's brochure.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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