Michael E Newins

Financial advisor at Stifel, Nicolaus & Company, Incorporated · Hauppauge, NY

Last updated 2026-10-10

Claim your profile

Michael E Newins is a financial advisor at Stifel, Nicolaus & Company, Incorporated in Hauppauge, NY, CRD 5866331. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2016-11-15.

Registration

CRD number
5866331
Registration status
Active
IAPD registration
2016-11-15
Industry Experience
9 years
Work Experience
15 years
States registered
NY

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2011-02 to 2018-04 · Nylife Securities LLC · Medford, NY
  • 2011-01 to 2018-04 · New York Life Insurance Company · Medford, NY
  • 2011-02 to 2018-04 · Eagle Strategies LLC · Melville, NY
  • 2018-11 to 2022-10 · Park Avenue Securities, LLC · Melville, NY
  • 2018-10 to 2022-10 · Guardian Life Insurance Co of America · Melville, NY
  • 2018-04 to 2018-10 · Unemployed · Center Moriches, NY
  • 2022-10 to Present · Stifel, Nicolaus & Company, Incorporated · Happauge, NY

Current employment

SEC IAPD record for Michael E Newins

Stifel, Nicolaus & Company, Incorporated

Regulatory AUM
$197,532,233,502
Registered advisors
3,362
Offices
674
Clients per advisor
70.3 (Moderate)
Average AUM per client
$836.3K (Low)
High-net-worth client ratio
31.2% (Moderate)

Stifel, Nicolaus & Company, Incorporated: advisors, services and reported ETF investments

About

Michael E Newins is a financial advisor at Stifel, Nicolaus & Company, Incorporated in Hauppauge, NY. Reported securities licenses include Series 63 and Series 66. The latest record indicates 9 years of industry experience and 15 years of reported work history.

Stifel, Nicolaus & Company, Incorporated's firm-level Form ADV reports 3,362 advisors across 674 offices; approximately 70.3 clients per advisor, average assets per client of $836,324, and regulatory AUM of $197.5B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, and Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, and Pension Consulting Services.

What this firm offers

Filed by Stifel, Nicolaus & Company, Incorporated on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Registered Municipal Advisor
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Sponsor or GP of Pooled Investment Vehicl
  • Adviser to Any Private Fund

Location

100 Motor Parkway, Hauppauge, NY 11788

12 advisors at this office.

Stifel, Nicolaus & office in Hauppauge, NY

Open in Google Maps

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Michael E Newins?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.