Michelle Denise Bennett

Employer firm

Newport Capital Group, LLC CRD 144442

$1.28B regulatory AUM 104 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2004 → Present
  Newport Capital Group, Llc
  Red Bank, NJ

Previous Registrations

• 2006-01-04 → 2009-10-29
  Walnut Street Securities, Inc.
  Red Bank, NJ
  Red Bank, NJ

Other Businesses

INDEPENDENT INSURANCE AGENT PROPERTY & CASUALTY. ADMINISTRATIVE SUPPORT 40 HOURS Week, advisory board member for the DiLella School of Real Estate at Villanova University

Exams

• S66 Uniform Combined State Law Examination
  2005-12-05
• S63 Uniform Securities Agent State Law Examination
  2004-06-02

Designations

• Certified Financial Planner

Other Names

• Michelle Denise Moore
• Michelle Denise Moore
• Michelle D Bennett