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NEWMAN DIGNAN & SHEERAR, INC

PROVIDENCE, RI · CRD 107565 · IAPD ↗ · newmandignan.com · 401-351-4010

$731.3MRegulatory AUM
6Advisory reps
9Employees
0Clients
11-25Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — NEWMAN DIGNAN & SHEERAR, INC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2025 — NEWMAN DIGNAN & SHEERAR, INC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
April 2024 — NEWMAN DIGNAN & SHEERAR, INC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.