Tony Newman has been Vice President and Chief Compliance Officer of Quest Wealth Solutions since March 2026, is a control person of the firm and directly owns between 50% and 75% of it. Tony Newman holds a Bachelor of Science in Environmental Management with an emphasis in finance from Taylor University.
Quest Wealth Solutions, Inc. is a Mansfield, OH firm with $215M under management, 361 clients and 2 advisers in one office, as of its August 2026 filing.
Tony Newman is Financial Advisor of Quest Wealth Solutions, based in Mansfield, Ohio. He has been guiding individuals, families and business owners through financial decisions since 1998. He began his career at TD Ameritrade, rising from the trading desk to managing one of the firm's largest offices in Cleveland. He later served as a business banker with FirstMerit Bank in Mansfield before joining Quest Wealth Solutions in 2014.
Tony Newman’s longest registration was 12 years at Raymond James Financial Services Advisors, Inc (2014–2026). Before joining Quest Wealth Solutions in 2026, Tony Newman was registered through Raymond James Financial Services Advisors, Inc.
- Quest Wealth Solutions, Inc.Current– present · under a yearMansfield, OH · Adviser representative · Firm CRD 341599
- Raymond James Financial Services Advisors, Inc– · 12 yearsMansfield, OH · Adviser representative · Firm CRD 149018
Professional designations
Listed by Quest Wealth Solutions
- CFP®
- CKA®
Investment adviser representative registrations
Tony Newman is registered as an investment adviser representative in 2 states. Each was approved in June 2026.
- OhioSince 30 June 2026
- TexasSince 30 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 27 May 2014 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 1 May 2014 |
| Series 66 | Uniform Combined State Law Examination | 10 March 2014 |
| Series 7 | General Securities Representative Examination | 20 February 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 July 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Tony Ray Newman
- CRD
- 2888727
- Firm
- Quest Wealth Solutions · CRD 341599
- Role
- Vice President and Chief Compliance Officer
- Office
- 720 LEXINGTON AVENUE, Mansfield, OH 44907
- Registration
- Investment adviser registration
- In the industry since
- July 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- questwealthsolutions.com
Where does Tony Newman work?
Tony Newman has been Vice President and Chief Compliance Officer of Quest Wealth Solutions, Inc. since March 2026, and is a control person of the firm.
Is Tony Newman a financial advisor?
Yes. Tony Newman has a current investment-adviser registration in Ohio and Texas, through Quest Wealth Solutions since June 2026.
How many years of experience does Tony Newman have?
Tony Newman has 23 years in the financial industry, since July 2003, across 2 adviser firms.
What exams has Tony Newman passed?
Tony Newman has passed 5 licensing exams: the Series 63, Series 7, Series 66, Series 9 and Series 10. The earliest, the Series 63, was passed in July 1998. FINRA credited Tony Newman with the SIE, which began in October 2018.
Where is Tony Newman based?
Tony Newman’s registered office is in Mansfield, OH.
Is Tony Newman registered with FINRA?
No. Tony Newman has no current broker registration.
Is Tony Newman a CFP?
Quest Wealth Solutions lists Tony Newman with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Tony Newman, CFP®, CKA® biography, questwealthsolutions.com
How can I verify Tony Newman’s record?
Search CRD 2888727 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tony Newman’s full registration record.
