Investment adviser representative · Ata Management Strategies Inc.
Kent C. Newhart
CRD 3174304 · Whitehall, PA
At a glance
Kent C. Newhart is an investment adviser representative with Ata Management Strategies Inc. in Whitehall, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kent’s SEC record dates to 2002, about 23 years ago.
Current advisory firms
- Ata Management Strategies Inc.Since October 2002Whitehall, PA · State-registered or not in the SEC’s list
- Cx Institutional, LLCSince October 2026Whitehall, PA · $4.5B in regulatory assets
SEC adviser record
- Registered since
- 2002 (23 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kent’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.
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