Newfront Retirement Services, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 167641
- SEC number
- 801-80234
- Firm type
- RIA
- Assets under management
- $1.0B as of Jun 29, 2026
- Website
- twitter.com/newfronthq ↗
- Phone
- 415-754-3635
- Address
- 777 Mariners Island Blvd, San Mateo, CA, 94404
Advisors at this firm
22 in our index · page 1 of 1
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Ali AhmadiCRD 7203941 · New York, NYIA RegisteredRegistration inactive
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Dean Alan BeckerCRD 3140997 · San Mateo, CAIA RegisteredRegistration inactive
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Christian Michael BretzCRD 2903250 · Oakland, CAIA RegisteredRegistration inactive
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Brandon BuckleyCRD 8031802 · San Mateo, CAIA Registered
-
Christopher James CallCRD 3061592 · Piedmont, CAIA RegisteredRegistration inactive
-
Jacob DalyCRD 6014986 · San Marcos, CAIA RegisteredRegistration inactive
-
Abiy FissehaCRD 2873249 · Pinole, CAIA RegisteredRegistration inactive
-
Curtis FugateCRD 7445521 · Rancho Cordova, CAIA Registered
-
Trent Bixby GreenCRD 8248632 · San Francisco, CAIA Registered
-
Gregory Franklyn KaplanCRD 7695762 · San Jose, CAIA Registered
-
Jennifer Ann LukesCRD 6417836 · Roseville, CAIA Registered
-
Justin Scott McadamsCRD 6235900 · Berkeley, CAIA RegisteredRegistration inactive
-
Scott Bartlett MccloskeyCRD 4900988 · San Francisco, CAIA RegisteredRegistration inactive
-
Lynn MccafferyCRD 7381232 · Ewing, VAIA RegisteredRegistration inactive
-
Marcos D PastranaCRD 3103169 · El Dorado Hill, CAIA RegisteredRegistration inactive
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Byron Samuel PogirCRD 3094542 · Oakland, CAIA RegisteredRegistration inactive
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Mickey SakataCRD 2793863 · Alpine Meadows, CAIA RegisteredRegistration inactive
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Clay Dean William StaffordCRD 4559932 · Oakland, CAIA RegisteredRegistration inactive
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Sarah Anne SchwartzCRD 6758888 · San Francisco, CAIA RegisteredRegistration inactive
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Ryan SevyCRD 7993984 · San Francisco, CAIA RegisteredRegistration inactive
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Jeremy Roger StokerCRD 6893175 · Vancouver, WAIA RegisteredRegistration inactive
-
Edwin Thomas WilsonCRD 6248253 · Phoenix, AZIA RegisteredRegistration inactive
1–22 of 22
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 167641 ↗
FINRA BrokerCheck record for firm CRD 167641 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.