AUMdb
GM

Greg Martin Newman

CRD 2686351 Chartered Financial Analyst

Firms

FirmRoleAs of
Three Oaks Partners Investment Counsel Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗