Ronald Edgar Newton

Current Employers

Employment History

• 10/2008 → 11/2019
  Commonwealth Financial Network
  Waltham, MA
• 10/2008 → 10/2019
  Newton Financial
  Auburn, MA
• 03/2021 → 12/2024
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 09/2018 → 12/2020
  Advice Systems Inc
  Westborough, MA
• 12/2024 → Present
  Mariner Wealth Advisors
  Overland Park, KS

Previous Registrations

• 2021-03-11 → 2024-12-19
  Edelman Financial Engines
  Warwick, RI
  East Greenwich, RI
• 2008-10-28 → 2019-11-29
  Commonwealth Financial Network
  Auburn, MA
  Auburn, MA
• 2002-09-06 → 2002-09-30
  Quick & Reilly, Inc.
  Worcester, MA

Other Businesses

(1) RENTAL PROPERTY; INVESTMENT RELATED: No; ADDRESS: 110 South Street, Northborough, MA 01532; NATURE: Rental Property; POSITION: Owner; START DATE: 8/1/2016; HRS/MTH: 0; HRS/MTH DURING SECURITIES TRADING HRS: 0; DUTIES: None. (2) ADVICE SYSTEMS INC; INVESTMENT RELATED: No; ADDRESS: 249 Shrewsbury St. Holden, MA 01520; NATURE: Financial Technology Software; POSITION: CEO/Founder; START DATE: 9/1/2018; HRS/MTH: 1; HRS/MTH DURING SECURITIES TRADING HRS: 0; DUTIES: The company is inactive and at this time my role is that of caretaker.

Exams

• S66 Uniform Combined State Law Examination
  2002-01-07
• S63 Uniform Securities Agent State Law Examination
  1984-07-25

Designations