Andrew John Newhouse
Advisor at Merrill — Portland, OR 1211 SW 5th Ave
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
9 years
Location
Portland, OR 97204
Merrill
Institution
Andrew Newhouse is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he is a member of the Newhouse Sheridan Group. He focuses on providing financial guidance to senior level employees and executives with equity compensation in the Portland area. Andrew joined Merrill and the Newhouse Sheridan Group in 2022 after five years at a local financial advising firm in Portland.
In his previous role, Andrew specialized in working with doctors and dentists across the country to help them achieve financial independence. His areas of expertise include corporate benefits, corporate executive services, education planning, executive compensation, equity compensation services, and personal retirement planning. As part of the Newhouse Sheridan Group, he contributes to the team’s mission to provide clients and their families with thoughtful advice and guidance to help them live their best financial lives.
Andrew holds a Bachelor of Science degree in Economics from the University of Oregon. He is a Certified Financial Planner (CFP) and a Personal Investment Advisor (PIA). Outside of work, Andrew is active in various outdoor pursuits, including running, golfing, fly-fishing, hunting, camping, fishing, football, hiking, skiing, and spending time with his family.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Portland, OR 1211 SW 5th Ave
1211 SW 5th Ave, Pbig Portland Private Wealth
Portland OR 97204
Advisors at this office
44
California · Texas
9 years of industry experience
Merrill
2022 - Present • 4 years
Portland, OR
Bank of America, N.A.
2022 - Present • 4 years
Portland, OR
Cambridge Investment Research Advisors
2019 - 2022 • 3 years
Fairfield, IA
Cambridge Investment Research, Inc.
2017 - 2022 • 5 years
Fairfield, IA
Finity Group
2017 - 2022 • 5 years
Portland, OR
Persimmon Country Club
2015 - 2017 • 2 years
Gresham, OR
University of Oregon
2013 - 2017 • 4 years
Eugene, OR
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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