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Erik S Manchester

Newman Dignan & Sheerar, Inc

Providence, RI

CRD 5883957

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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 2026-05-25
TX RA APPROVED 2022-11-07
  • RI RA
    APPROVED
    Since 2026-05-25
  • TX RA
    APPROVED
    Since 2022-11-07

Branch Locations

260 West Exchange Street Suite 302, Providence, RI 02903 • 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, Inc Providence RI 05/2014 Present
Previous Registrations
  • 2011-04-11 → 2014-05-07
    Morgan Stanley
    Providence, RI
    Providence, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-04-08
  • S66 Uniform Combined State Law Examination
    2011-04-08
Designations
  • Certified Financial Planner

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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