Michael Newman has been an investment adviser representative at Ellis Investment Partners since March 2012, and is not listed among the firm’s executive officers or direct owners. Michael Newman holds an Executive MBA from Temple University.
Ellis Investment Partners, LLC is a Berwyn, PA firm with $987M under management, 820 clients and 18 advisers across 2 offices, as of its March 2026 filing.
Michael A. Newman is Senior Financial Consultant of Ellis Investment Partners, LLC. He works with professionals, closely-held business owners and affluent individuals on estate, investment, retirement and business succession planning, including the use of life insurance and trust planning. He is a member of the Ellis Investment Committee. Before joining Ellis as an original team member, he was associated with Capital Management Services, Inc. and Lincoln Financial Advisors.
Michael Newman’s longest registration is the current one, 14 years at Ellis Investment Partners since 2012. Before joining Ellis Investment Partners in 2012, Michael Newman was registered through Capital Management Services Inc.
- – present · 14 yearsBerwyn, PA · Adviser representative · Firm CRD 157669
- Capital Management Services Inc– · 10 yearsBerwyn, PA · Adviser representative · Firm CRD 105903
Professional designations
Listed by Ellis Investment Partners
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
Investment adviser representative registrations
Michael Newman is registered as an investment adviser representative in Pennsylvania, since March 2012.
- PennsylvaniaSince 27 March 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 16 March 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 May 1991 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 May 1991 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael Allen Newman
- CRD
- 2145294
- Firm
- Ellis Investment Partners · CRD 157669
- Office
- 920 CASSATT ROAD, 200 BERWYN PARK, SUITE 115, Berwyn, PA 19312
- Registration
- Investment adviser registration
- In the industry since
- March 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ellisinvestmentpartners.com
Where does Michael Newman work?
Michael Newman is an investment adviser representative registered through Ellis Investment Partners, LLC since March 2012, and is not listed among the firm’s executive officers or direct owners.
Is Michael Newman a financial advisor?
Yes. Michael Newman has a current investment-adviser registration in Pennsylvania, through Ellis Investment Partners since March 2012.
How many years of experience does Michael Newman have?
Michael Newman has 24 years in the financial industry, since March 2002, across 2 adviser firms.
What exams has Michael Newman passed?
Michael Newman has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in May 1991.
Where is Michael Newman based?
Michael Newman’s registered office is in Berwyn, PA.
Is Michael Newman registered with FINRA?
No. Michael Newman has no current broker registration.
How can I verify Michael Newman’s record?
Search CRD 2145294 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Newman’s full registration record.
