Advisers in Newport, RI

3 advisers in Newport — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Merlin Asset Management449 Thames Street, Suite 301 a · Newport, RI 02840 · (617) 366-2650 · % of assets managedCRD 284790 · % of assets · $50.2 million AUMState registeredNo commissions reported Slocum, Gordon & CO. LLP39 Mill Street · Newport, RI 02840 · (401) 849-4900 · Financial planningCRD 104929 · % of assets, Hourly charges, Fixed fees · $219.2 million AUMSEC registeredNo commissions reported Young Richard C & CO LTD98 William Street · Newport, RI 02840 · (401) 849-2137 · Financial planningCRD 105866 · % of assets · $1.8 billion AUMSEC registeredNo commissions reported

Talking to advisers in Newport? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.