NEWMAN DIGNAN & SHEERAR, INC
SEC RegisteredWe strive to help investors achieve financial freedom.
About the firm
NDS Wealth Advisors is an independent, employee-owned wealth management firm serving individuals, families, trusts, estates, endowments, corporate and non-profit organizations. They are an SEC Registered Investment Advisor located in Providence, RI, and act as fiduciaries in their clients' best interests.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, investment management, estate planning, and financial planning.
Who they serve
Individuals, families, trusts, estates, endowments, corporate and non-profit organizations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 269 | $65M |
| High Net Worth Individuals | 249 | $617M |
| Charitable Organizations | 4 | $10M |
| State/Municipal Entities | 8 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NEWMAN DIGNAN & SHEERAR, INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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