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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-07-1992
- Office Locations
- 1
Office Locations
About Newman Dignan & Sheerar, INC
NDS Wealth Advisors (Newman Dignan & Sheerar) is an independent, employee-owned, fee-based SEC-registered RIA in Providence, RI serving individuals and families plus trusts, estates, endowments, and nonprofit/corporate organizations. The firm acts as a fiduciary and uses no proprietary products. Portfolios commonly use ETFs and public funds across equity and fixed income, with custody at Schwab and operations on Tamarac.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
WILLIAM NEWMAN
Founder, President, PRINCIPAL
- CRD
- #2204538
- Ownership
- 50% but less than 75%
JOHN PAUL SHEERAR
Founder, Principal, VICE PRESIDENT
- CRD
- #4366716
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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EDWARD DAVID BUXTON
--
- CRD
- #4549995
ERIK S MANCHESTER
Investment Advisor
- CRD
- #5883957
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $720,354,620 | $612,026 |
| Non-Discretionary | $10,919,475 | $2,183,895 |
| Total | $731,274,095 | $618,675 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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