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  5. Newman Dignan & Sheerar, Inc.

Newman Dignan & Sheerar, Inc.

Company Details

Name: Newman Dignan & Sheerar, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 18 Mar 1992 (33 years ago)
Identification Number: 000067442
ZIP code: 02903
County: Providence County
Principal Address: 260 WEST EXCHANGE STREET SUITE 302, PROVIDENCE, RI, 02903, USA
Purpose: TO PROVIDE INVESTMENT ADVISORY SERVICES THROUGH DULY LICENSED INVESTMENT ADVISERS.
Fictitious names: NDS Wealth Advisors (trading name, 2023-09-06 - )
Historical names: GUARDIAN INVESTMENT MANAGEMENT, INC.
Newman Dignan & Associates, Inc.

Industry & Business Activity

NAICS

523930 Investment Advice

This industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau

Companies doing Investment advice

Central Index Key

CIK number Mailing Address Business Address Phone
1566493 260 WEST EXCHANGE STREET, SUITE 302, PROVIDENCE, RI, 02903 260 WEST EXCHANGE STREET, SUITE 302, PROVIDENCE, RI, 02903 401-351-4010

Filings since 2024-11-12
Form type 13F-HR
File number 028-15421
Filing date 2024-11-12
Reporting date 2024-09-30
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Filings since 2024-08-30
Form type N-PX
File number 028-15421
Filing date 2024-08-30
Reporting date 2024-06-30
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Filings since 2024-07-15
Form type 13F-HR
File number 028-15421
Filing date 2024-07-15
Reporting date 2024-06-30
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Filings since 2024-04-29
Form type 13F-HR
File number 028-15421
Filing date 2024-04-29
Reporting date 2024-03-31
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Filings since 2024-02-09
Form type 13F-HR
File number 028-15421
Filing date 2024-02-09
Reporting date 2023-12-31
File View File

Filings since 2023-11-08
Form type 13F-HR
File number 028-15421
Filing date 2023-11-08
Reporting date 2023-09-30
File View File

Filings since 2023-08-02
Form type 13F-HR
File number 028-15421
Filing date 2023-08-02
Reporting date 2023-06-30
File View File

Filings since 2023-04-28
Form type 13F-HR
File number 028-15421
Filing date 2023-04-28
Reporting date 2023-03-31
File View File

Filings since 2023-01-20
Form type 13F-HR
File number 028-15421
Filing date 2023-01-20
Reporting date 2022-12-31
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Filings since 2022-10-18
Form type 13F-HR
File number 028-15421
Filing date 2022-10-18
Reporting date 2022-09-30
File View File

Filings since 2022-08-03
Form type 13F-HR
File number 028-15421
Filing date 2022-08-03
Reporting date 2022-06-30
File View File

Filings since 2022-04-14
Form type 13F-HR
File number 028-15421
Filing date 2022-04-14
Reporting date 2022-03-31
File View File

Filings since 2022-01-18
Form type 13F-HR
File number 028-15421
Filing date 2022-01-18
Reporting date 2021-12-31
File View File

Filings since 2021-10-07
Form type 13F-HR
File number 028-15421
Filing date 2021-10-07
Reporting date 2021-09-30
File View File

Filings since 2021-07-28
Form type 13F-HR
File number 028-15421
Filing date 2021-07-28
Reporting date 2021-06-30
File View File

Filings since 2021-05-05
Form type 13F-HR
File number 028-15421
Filing date 2021-05-05
Reporting date 2021-03-31
File View File

Filings since 2021-01-29
Form type 13F-HR
File number 028-15421
Filing date 2021-01-29
Reporting date 2020-12-31
File View File

Filings since 2020-10-14
Form type 13F-HR
File number 028-15421
Filing date 2020-10-14
Reporting date 2020-09-30
File View File

Filings since 2020-08-06
Form type 13F-HR
File number 028-15421
Filing date 2020-08-06
Reporting date 2020-06-30
File View File

Filings since 2020-04-20
Form type 13F-HR
File number 028-15421
Filing date 2020-04-20
Reporting date 2020-03-31
File View File

Filings since 2020-01-15
Form type 13F-HR
File number 028-15421
Filing date 2020-01-15
Reporting date 2019-12-31
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Filings since 2019-10-21
Form type 13F-HR
File number 028-15421
Filing date 2019-10-21
Reporting date 2019-09-30
File View File

Filings since 2019-07-31
Form type 13F-HR
File number 028-15421
Filing date 2019-07-31
Reporting date 2019-06-30
File View File

Filings since 2019-04-09
Form type 13F-HR
File number 028-15421
Filing date 2019-04-09
Reporting date 2019-03-31
File View File

Filings since 2019-01-24
Form type 13F-HR
File number 028-15421
Filing date 2019-01-24
Reporting date 2018-12-31
File View File

Filings since 2018-10-25
Form type 13F-HR
File number 028-15421
Filing date 2018-10-25
Reporting date 2018-09-30
File View File

Filings since 2018-07-06
Form type 13F-HR
File number 028-15421
Filing date 2018-07-06
Reporting date 2018-06-30
File View File

Filings since 2018-04-17
Form type 13F-HR
File number 028-15421
Filing date 2018-04-17
Reporting date 2018-03-31
File View File

Filings since 2018-01-29
Form type 13F-HR
File number 028-15421
Filing date 2018-01-29
Reporting date 2017-12-31
File View File

Filings since 2017-10-18
Form type 13F-HR
File number 028-15421
Filing date 2017-10-18
Reporting date 2017-09-30
File View File

Filings since 2017-08-08
Form type 13F-HR
File number 028-15421
Filing date 2017-08-08
Reporting date 2017-06-30
File View File

Filings since 2017-04-11
Form type 13F-HR
File number 028-15421
Filing date 2017-04-11
Reporting date 2017-03-31
File View File

Filings since 2017-01-30
Form type 13F-HR
File number 028-15421
Filing date 2017-01-30
Reporting date 2016-12-31
File View File

Filings since 2016-10-27
Form type 13F-HR
File number 028-15421
Filing date 2016-10-27
Reporting date 2016-09-30
File View File

Filings since 2016-07-08
Form type 13F-HR
File number 028-15421
Filing date 2016-07-08
Reporting date 2016-06-30
File View File

Filings since 2016-04-11
Form type 13F-HR
File number 028-15421
Filing date 2016-04-11
Reporting date 2016-03-31
File View File

Filings since 2016-01-13
Form type 13F-HR
File number 028-15421
Filing date 2016-01-13
Reporting date 2015-12-31
File View File

Filings since 2015-10-23
Form type 13F-HR
File number 028-15421
Filing date 2015-10-23
Reporting date 2015-09-30
File View File

Filings since 2015-07-15
Form type 13F-HR
File number 028-15421
Filing date 2015-07-15
Reporting date 2015-06-30
File View File

Filings since 2015-04-10
Form type 13F-HR
File number 028-15421
Filing date 2015-04-10
Reporting date 2015-03-31
File View File

Filings since 2015-01-28
Form type 13F-HR
File number 028-15421
Filing date 2015-01-28
Reporting date 2014-12-31
File View File

Filings since 2014-10-16
Form type 13F-HR
File number 028-15421
Filing date 2014-10-16
Reporting date 2014-09-30
File View File

Filings since 2014-07-22
Form type 13F-HR
File number 028-15421
Filing date 2014-07-22
Reporting date 2014-06-30
File View File

Filings since 2014-05-07
Form type 13F-HR
File number 028-15421
Filing date 2014-05-07
Reporting date 2014-03-31
File View File

Filings since 2014-02-12
Form type 13F-HR
File number 028-15421
Filing date 2014-02-12
Reporting date 2013-12-31
File View File

Filings since 2013-10-24
Form type 13F-HR
File number 028-15421
Filing date 2013-10-24
Reporting date 2013-09-30
File View File

Filings since 2013-08-20
Form type 13F-HR
File number 028-15421
Filing date 2013-08-20
Reporting date 2013-06-30
File View File

Filings since 2013-04-17
Form type 13F-HR
File number 028-15421
Filing date 2013-04-17
Reporting date 2013-03-31
File View File

Filings since 2013-02-15
Form type 13F-HR
File number 028-15421
Filing date 2013-02-15
Reporting date 2012-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NEWMAN DIGNAN & SHEERAR, INC. 401(K) PROFIT SHARING PLAN 2023 050465059 2024-05-31 NEWMAN DIGNAN & SHEERAR, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 4013514010
Plan sponsor’s address 260 W EXCHANGE STREET, STE 200, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2024-05-31
Name of individual signing WILLIAM NEWMAN
Valid signature Filed with authorized/valid electronic signature
NEWMAN DIGNAN & SHEERAR, INC. 401(K) PROFIT SHARING PLAN 2022 050465059 2023-10-02 NEWMAN DIGNAN & SHEERAR, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 4013514010
Plan sponsor’s address 56 EXCHANGE TERRACE, STE 200, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2023-10-02
Name of individual signing WILLIAM NEWMAN
Valid signature Filed with authorized/valid electronic signature
NEWMAN DIGNAN & SHEERAR, INC. 401(K) PROFIT SHARING PLAN 2021 050465059 2022-09-26 NEWMAN DIGNAN & SHEERAR, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 4013514010
Plan sponsor’s address 56 EXCHANGE TERRACE, STE 200, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2022-09-26
Name of individual signing WILLIAM NEWMAN
Valid signature Filed with authorized/valid electronic signature
NEWMAN DIGNAN & SHEERAR, INC. 401(K) PROFIT SHARING PLAN 2020 050465059 2021-08-03 NEWMAN DIGNAN & SHEERAR, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 4013514010
Plan sponsor’s address 56 EXCHANGE TERRACE, STE 200, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2021-08-03
Name of individual signing WILLIAM NEWMAN
Valid signature Filed with authorized/valid electronic signature
NEWMAN DIGNAN & SHEERAR, INC. 401(K) PROFIT SHARING PLAN 2019 050465059 2020-07-06 NEWMAN DIGNAN & SHEERAR, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 4013514010
Plan sponsor’s address 56 EXCHANGE TERRACE, STE 200, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2020-07-06
Name of individual signing WILLIAM NEWMAN
Valid signature Filed with authorized/valid electronic signature
NEWMAN DIGNAN & SHEERAR, INC. 401(K) PROFIT SHARING PLAN 2018 050465059 2019-07-10 NEWMAN DIGNAN & SHEERAR, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 4013514010
Plan sponsor’s address 56 EXCHANGE TERRACE, STE 200, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2019-07-10
Name of individual signing WILLIAM NEWMAN
Valid signature Filed with authorized/valid electronic signature
NEWMAN DIGNAN & SHEERAR, INC. 401(K) PROFIT SHARING PLAN 2017 050465059 2018-07-05 NEWMAN DIGNAN & SHEERAR, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 4013514010
Plan sponsor’s address 56 EXCHANGE TERRACE, STE 200, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2018-07-05
Name of individual signing WILLIAM NEWMAN
Valid signature Filed with authorized/valid electronic signature
NEWMAN DIGNAN & SHEERAR, INC. 401(K) PROFIT SHARING PLAN 2016 050465059 2017-06-01 NEWMAN DIGNAN & SHEERAR, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 4013514010
Plan sponsor’s address 56 EXCHANGE TERRACE, STE 200, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2017-06-01
Name of individual signing WILLIAM NEWMAN
Valid signature Filed with authorized/valid electronic signature
NEWMAN DIGNAN & SHEERAR, INC. 401(K) PROFIT SHARING PLAN 2015 050465059 2016-06-15 NEWMAN DIGNAN & SHEERAR, INC. 8
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 4013514010
Plan sponsor’s address 56 EXCHANGE TERRACE, STE 200, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2016-06-14
Name of individual signing WILLIAM NEWMAN
Valid signature Filed with authorized/valid electronic signature
NEWMAN DIGNAN & SHEERAR, INC. 401(K) PROFIT SHARING PLAN 2014 050465059 2015-06-15 NEWMAN DIGNAN & SHEERAR, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 4013514010
Plan sponsor’s address 56 EXCHANGE TERRACE, STE 200, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2015-06-15
Name of individual signing WILLIAM NEWMAN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/05/23/20140523112530P040359073635001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 4013514010
Plan sponsor’s address 56 EXCHANGE TERRACE, STE 200, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2014-05-23
Name of individual signing WILLIAM NEWMAN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/06/05/20130605224034P030086616741001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 4013514010
Plan sponsor’s address 30 EXCHANGE TERRACE, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2013-06-05
Name of individual signing WILLIAM NEWMAN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/06/08/20120608110514P040100310272001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 4013514010
Plan sponsor’s address 30 EXCHANGE TERRACE, PROVIDENCE, RI, 02903

Plan administrator’s name and address
Administrator’s EIN 050465059
Plan administrator’s name NEWMAN DIGNAN & SHEERAR, INC.
Plan administrator’s address 30 EXCHANGE TERRACE, PROVIDENCE, RI, 02903
Administrator’s telephone number 4013514010

Signature of
Role Plan administrator
Date 2012-06-08
Name of individual signing WILLIAM NEWMAN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/07/08/20110708111820P030013069938001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 4013514010
Plan sponsor’s address 30 EXCHANGE TERRACE, PROVIDENCE, RI, 02903

Plan administrator’s name and address
Administrator’s EIN 050465059
Plan administrator’s name NEWMAN DIGNAN & SHEERAR, INC.
Plan administrator’s address 30 EXCHANGE TERRACE, PROVIDENCE, RI, 02903
Administrator’s telephone number 4013514010

Signature of
Role Plan administrator
Date 2011-07-08
Name of individual signing WILLIAM NEWMAN
Valid signature Filed with authorized/valid electronic signature

PRESIDENT

Name Role Address
WILLIAM NEWMAN PRESIDENT 260 WEST EXCHANGE STREET, SUITE 302 PROVIDENCE, RI 02903 USA

VICE PRESIDENT

Name Role Address
JOHN P SHEERAR VICE PRESIDENT 260 WEST EXCHANGE STREET, SUITE 302 PROVIDENCE, RI 02903 USA

TREASURER

Name Role Address
WILLIAM NEWMAN TREASURER 260 WEST EXCHANGE STREET, SUITE 302 PROVIDENCE, RI 02903 USA

SECRETARY

Name Role Address
WILLIAM NEWMAN SECRETARY 260 WEST EXCHANGE STREET, SUITE 302 PROVIDENCE, RI 02903 USA

DIRECTOR

Name Role Address
WILLIAM NEWMAN DIRECTOR 260 WEST EXCHANGE STREET, SUITE 302 PROVIDENCE, RI 02903 USA

Agent

Name Role Address
MICHAEL F. SWEENEY, ESQ. Agent 321 SOUTH MAIN STREET 4TH FLOOR, PROVIDENCE, RI, 02903, USA

Events

Type Date Old Value New Value
Name Change 1998-10-19 Newman Dignan & Associates, Inc. Newman Dignan & Sheerar, Inc.
Name Change 1995-07-10 GUARDIAN INVESTMENT MANAGEMENT, INC. Newman Dignan & Associates, Inc.

Filings

Number Name File Date
202449583380 Annual Report 2024-03-27
202340762280 Fictitious Business Name Statement 2023-09-06
202333187740 Annual Report 2023-04-18
202214445350 Annual Report 2022-04-11
202195074880 Annual Report 2021-03-29
202036965500 Annual Report 2020-03-30
201901643460 Statement of Change of Registered/Resident Agent Office 2019-07-03
201988868510 Annual Report 2019-03-19
201861132390 Annual Report 2018-03-28
201735067490 Annual Report 2017-02-28

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Related by address

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Date of last update: 08 Apr 2025

Sources: Rhode Island Department of State

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