Robbie Newman has been an investment adviser representative at August Wealth Advisors since August 2026, and is not listed among the firm’s executive officers or direct owners. Robbie Newman holds a B.S. in Finance from the University of Florida.
August Wealth Advisors LLC is a Westport, CT firm with $437M under management, 319 clients and 4 advisers in one office, as of its September 2026 filing.
Robbie Newman is Wealth Advisor of August Wealth Advisors. He has over 20 years of experience in financial services at Morgan Stanley and UBS, specializing in corporate bond trading. His focus includes bond markets, risk management and portfolio construction in helping August Wealth clients pursue their long-term goals.
- August Wealth Advisors LLCCurrent– present · under a yearWestport, CT · Adviser representative · Firm CRD 339322
Investment adviser representative registrations
Robbie Newman is registered as an investment adviser representative in Connecticut, since August 2026.
- ConnecticutSince 12 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 August 2026 |
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| Series 57TO | Securities Trader Exam | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 55 | Limited Representative-Equity Trader Exam | 22 December 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 December 2006 |
| Series 7 | General Securities Representative Examination | 24 October 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- Securities Trader Exam
- Name
- Securities Industry Essentials Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robbie James Newman
- CRD
- 4986942
- Firm
- August Wealth Advisors · CRD 339322
- Office
- 51 RIVERSIDE AVENUE, FIRST FLOOR, Westport, CT 06880
- Registration
- Investment adviser registration
- In the industry since
- April 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- augustwealthadvisors.com
Where does Robbie Newman work?
Robbie Newman is an investment adviser representative registered through August Wealth Advisors LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Robbie Newman a financial advisor?
Yes. Robbie Newman has a current investment-adviser registration in Connecticut, through August Wealth Advisors since August 2026.
How many years of experience does Robbie Newman have?
Robbie Newman has 19 years in the financial industry, since April 2007, across 1 adviser firm.
What exams has Robbie Newman passed?
Robbie Newman has passed 6 licensing exams: the Series 7, Series 63, Series 55, Series 79TO, Series 57TO and Series 65. The earliest, the Series 7, was passed in October 2006. FINRA credited Robbie Newman with the SIE, which began in October 2018.
Where is Robbie Newman based?
Robbie Newman’s registered office is in Westport, CT.
Is Robbie Newman registered with FINRA?
No. Robbie Newman has no current broker registration.
How can I verify Robbie Newman’s record?
Search CRD 4986942 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robbie Newman’s full registration record.