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Kenneth Michael Holeski

Newport Investment Advisors Inc

Beachwood, OH

CRD 1286071

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Employer firm

Newport Investment Advisors Inc CRD 113175

$198M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Newport Investment Advisors Inc

23775 Commerce Park Suite 3, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-11-08
OH RA APPROVED 2016-12-02
  • WI RA
    APPROVED
    Since 2022-11-08
  • OH RA
    APPROVED
    Since 2016-12-02

Branch Locations

23775 Commerce Park Suite 3, Beachwood, OH 44122 • 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
Newport Investment Advisors, Inc. Beachwood OH 06/1992 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-01-09
  • S63 Uniform Securities Agent State Law Examination
    1989-01-09

View on SEC IAPD

Nearby Firms

NORTH STAR ADVISORY GROUP, LLC
CM WEALTH ADVISORS LLC
PHILIPP CAPITAL ADVISORS

Nearby Investors

NICHOLAS ISAAC STERN
MARK KANGAS
ERIK SHANNON KEISTER

Nearby Offices

NORTH STAR ADVISORY GROUP, LLC · BEACHWOOD, OH
CM WEALTH ADVISORS LLC · BEACHWOOD, OH
PHILIPP CAPITAL ADVISORS · BEACHWOOD, OH

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