Alexander Marcus

Employer firm

Newport Group Consulting, LLC CRD 140944

$5.05B regulatory AUM 308 advisory clients

Reported services (Item 5G)

• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• INVESTMENT PERFORMANCE ANALYTICS FOR RETIREMENT PLANS, FOUNDATIONS AND ENDOWMENTS. MANAGED ACCT SVC FOR PLAN PARTICIPANTS

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

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

Current Employers

Employment History

• 04/2019 → 06/2021
  Jpmorgan Chase Bank, N.A.
  Orlando, FL
• 07/2021 → 06/2022
  J.P. Morgan Securities Llc
  Orlando, FL
• 05/2016 → 08/2017
  Country Club Of Coral Springs
  Coral Springs, FL
• 05/2015 → 08/2019
  Florida Atlantic University
  Boca Raton, FL
• 08/2022 → 10/2022
  Triad Advisors
  Norcross, GA
• 11/2022 → 09/2023
  Newport Group Securities, Inc.
  Lake Mary, FL
• 11/2022 → 09/2023
  Newport Group Inc
  Dresher, PA
• 11/2022 → Present
  Newport Group Consulting, Inc
  Lake Mary, FL
• 07/2023 → Present
  Ascensus
  Dresher, PA

Other Businesses

As part of the individuals job responsibilities, the individual may also offer insurance products through the firm or its affiliates.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-12-14
• S65 Uniform Investment Adviser Law Examination
  2022-10-06

Other Names

• Alexander Louis Marcus
• Alexander Marcus
• Alexander L. Marcus