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John Paul Sheerar

Newman Dignan & Sheerar, Inc

Providence, RI

Charlestown, RI

CRD 4366716

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Employer firm

Newman Dignan & Sheerar, Inc CRD 107565

$731M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • FINANCIAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Newman Dignan & Sheerar, Inc

260 West Exchange Street Suite 302, Providence, RI 02903 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 1998-01-01
  • RI RA
    APPROVED
    Since 1998-01-01

Branch Locations

260 West Exchange Street Suite 302, Providence, RI 02903 • United States

Charlestown, RI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Newman Dignan & Sheerar Providence RI 03/1997 Present
  • 03/1997 → Present
    Newman Dignan & Sheerar
    Providence, RI

View on SEC IAPD

Nearby Firms

PARSONS CAPITAL MANAGEMENT INC
ERNST & YOUNG INVESTMENT ADVISERS LLP
BLUE FIN CAPITAL, INC.

Nearby Investors

JOHN HENRY MULLEN
ANDREW E. SNAPE
GREGORY JOSEPH LAVINE

Nearby Offices

PARSONS CAPITAL MANAGEMENT INC · PROVIDENCE, RI
PARSONS CAPITAL MANAGEMENT INC · PROVIDENCE, RI
ERNST & YOUNG INVESTMENT ADVISERS LLP · PROVIDENCE, RI

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