Kent Carl Newhart

Employer firm

Ata Management Strategies Inc CRD 118829

$125M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 10/1982 → Present
  Accounting & Tax Associates, Inc
  Allentown, PA

Other Businesses

President, Accounting & Tax Associates, LLC President, ATA Senior Planning, LLC President, Whitehall Township Industrial & Commercial Development Authority (WTICDA)

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-10-26