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Lee Scott Grout

Newsquare Capital, LLC

Newtown Square, PA

CRD 2574387

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Employer firm

Newsquare Capital, LLC CRD 152430

$2.39B regulatory AUM 85 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Newsquare Capital, Llc

16 Campus Boulevard Suite 100, Newtown Square, PA 19073-3229 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-02-24
  • PA RA
    APPROVED
    Since 2026-02-24

Branch Locations

16 Campus Boulevard Suite 100, Newtown Square, PA 19073-3229 • 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
The Killen Group Berwyn PA 10/1997 10/2016
Chartwell Partners Berwyn PA 10/2016 12/2017
Newsquare Capital Newtown Square PA 12/2019 Present
Unemployed Newtown Square PA 01/2018 11/2019
  • 10/1997 → 10/2016
    The Killen Group
    Berwyn, PA
  • 10/2016 → 12/2017
    Chartwell Partners
    Berwyn, PA
  • 12/2019 → Present
    Newsquare Capital
    Newtown Square, PA
  • 01/2018 → 11/2019
    Unemployed
    Newtown Square, PA
Previous Registrations
  • 2010-08-09 → 2016-06-16
    Killen Group Inc
    Berwyn, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-01-03
  • S65 Uniform Investment Adviser Law Examination
    1995-01-03
Designations
  • Chartered Financial Analyst
Other Names
  • Lee Grout

View on SEC IAPD

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