# NEWPORT GROUP SECURITIES, INC.

NEWPORT GROUP SECURITIES, INC. of LAKE MARY, FL is an SEC-registered investment adviser.

## Registration

- CRD: 29722
- Type: SEC-registered investment adviser
- SEC file number: 801-60427
- Location: 300 PRIMERA BLVD., SUITE 200, LAKE MARY, FL, 32746
- Phone: 407-333-2905
- Latest filing: 2023-06-13
- Regulatory AUM: $23.0B
- Discretionary AUM: $1.7B
- Non-discretionary AUM: $21.2B
- Clients: 38
- Accounts: 75

## Officers, owners & control persons (25)

| Name | Role | Location |
| --- | --- | --- |
| CAMPISI JAMES MARK | DIRECTOR/OWNER | — |
| CAHALL PETER SCOTT | CHIEF EXECUTIVE OFFICER; DIRECTOR/OWNER | — |
| MCGREW CHARLES ROGER | GENERAL COUNSEL; GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER; PRESIDENT AND REGISTERED PRINCIPAL | — |
| YEASER THOMAS RUDOLPH | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| SHERRARD TERESA JEAN | SECRETARY/TREASURER; VICE PRESIDENT/ FINOP | — |
| KIRK BRYANT WILLIS | CHIEF OPERATING OFFICER | — |
| MELZER MENDEL ALLEN | INTERIM CHIEF COMPLIANCE OFFICER/PRESIDENT & CHIEF INVESTMENT OFFICER; PRESIDENT & CHIEF INVESTMENT OFFICER; PRESIDENT, CHIEF INVESTMENT OFFICER & DIRECTOR (+1 more) | — |
| GOODALL KENNETH RAY | CHIEF COMPLIANCE OFFICER; DIRECTOR OF COMPLIANCE | — |
| PRITCHARD DEBORAH HOUGH | DIRECTOR OF OPERATIONS | — |
| BRADY ROBERT EDWARD | TREASURER | — |
| KAPLAN MARTIN BARRY | CCO | — |
| JOHNSON JERRE PAUL JR | CCO; RIA CCO | — |
| NEWSOME HOPE LYNEE' | CHIEF COMPLIANCE OFFICER | — |
| LANING KURT JAMES | DIRECTOR; PRESIDENT & DIRECTOR | — |
| HAVLIN SEAN NOEL | FINANCIAL OPERATIONS PRINCIPAL & TREASURER | — |
| FEHR STEPHEN J | FINANCIAL OPERATIONS PRINCIPAL; FINANCIAL OPERATIONS PRINCIPAL, SECRETARY, &TREASURER; FINANCIAL OPERATIONS PRINCIPAL & TREASURER | — |
| SOMELOFSKE THOMAS JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| NEWSOME HOPE LYNEE | CHIEF COMPLIANCE OFFICER | — |
| FOLMER MICHAEL ROBERT | TREASURER AND VP TAX & FINANCE | — |
| NING REBECCA LYNN | INTERIM CHIEF COMPLIANCE OFFICER | — |
| SZEKELY GIGI KLARA | CCO & SVP, ERMO; CHIEF COMPLIANCE OFFICER | — |
| GELLINGER ALEXA DANIELLE | CCO; INTERIM CCO; INTERIM CHIEF COMPLIANCE OFFICER | — |
| MEYER MATTHEW EDWIN | VICE PRESIDENT & DIRECTOR | — |
| SHANNON MICHAEL DOUGLAS | VICE PRESIDENT | — |
| ATKINSON LYNN MARIE | TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/29722/brochure
- Similar advisers: https://search.stillhousedata.com/firm/29722/similar
- Related entities: https://search.stillhousedata.com/firm/29722/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/29722

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.