Investment adviser representative · Newsquare Capital, LLC
Lee S. Grout
CRD 2574387 · Newtown Square, PA
At a glance
Lee S. Grout is an investment adviser representative with Newsquare Capital, LLC in Newtown Square, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lee’s SEC record dates to 2010, about 16 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Newsquare Capital, LLCSince February 2026Newtown Square, PA · $2.4B in regulatory assets
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Lee’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
- 1 firmLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.