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Advisors / New York / Hauppauge
16yrs

Michael Newins

Financial advisor at Stifel, Nicolaus & Company

Based in Hauppauge, New York, Michael Newins is a fiduciary financial advisor with 16 years of industry experience. Michael joined Stifel, Nicolaus & Company in 2022, after three years at Park Avenue Securities and two years at Eagle Strategies. Stifel, Nicolaus & Company offers financial planning, investment management, and private fund management and is paid through a percentage of assets, flat fees, and commissions.

One of 350 advisors with offices in Hauppauge, and one of 261 fiduciaries.

Hauppauge, NY 11788Fiduciary advisor

At a glance

Experience16 years (since 2010)
How that compares ?More experience than 52% of advisors in New York
Office100 Motor Parkway 2nd Floor, Hauppauge, NY 11788
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$773,556
Advisors at the firm3,351
States licensed ?1 state

Services through Stifel, Nicolaus & Company

Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2022 – now
  2. 2019 – 2022
  3. Nov 2016 – May 2018

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Michael

How do I contact Michael?

Call Stifel, Nicolaus & Company at (314) 342-2000 and ask for Michael Newins. Michael works from the Hauppauge, NY office.

How long has Michael been a financial advisor?

Michael has been in the industry since 2010, about 16 years. More experience than 52% of advisors in New York.

What licenses does Michael hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Michael paid?

Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Michael for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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