Adviser and broker representative · Newport Group Consulting, LLC
Alexander Marcus
CRD 7411029 · Lake Mary, FL
At a glance
Alexander Marcus is an investment adviser representative with Newport Group Consulting, LLC in Lake Mary, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Alexander’s SEC record dates to 2022, about 3 years ago. Alexander is also registered as a broker representative.
Current advisory firm
- Newport Group Consulting, LLCSince December 2022Lake Mary, FL · $5.1B in regulatory assets
SEC adviser record
- Registered since
- 2022 (3 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Alexander’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.