Newedge Advisors
Newedge Advisors (CRD# 171351) is a financial advisory firm headquartered in New Orleans, LA. They manage $18,432,430,824 in 62,249 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management18,432MILLION
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Total Number of Accounts62,249ACCOUNTS
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Average Account Value$296,108
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Brian Losey (CRD# 2527666) is an Investment Advisor Representative working at Newedge Advisors in Rocky River, OH and has over 29 years of experience in the finance industry.
Laurie Maddox (CRD# 6867054) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 5 years of experience in the finance industry.
Joshua Maher (CRD# 4932403) is an Investment Advisor Representative working at Newedge Advisors in Mcmurray, PA and has over 18 years of experience in the finance industry.
Robert Maks (CRD# 6938053) is an Investment Advisor Representative working at Newedge Advisors in Troy, MI and has over 5 years of experience in the finance industry.
Peter Mallett (CRD# 4032630) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 24 years of experience in the finance industry.
Gary Martin (CRD# 4403805) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 22 years of experience in the finance industry.
Wilkes Martin (CRD# 2441277) is an Investment Advisor Representative working at Newedge Advisors in Spartanburg, SC and has over 30 years of experience in the finance industry.
Abduhl Mashhoon (CRD# 5365907) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 16 years of experience in the finance industry.
Michael Masters (CRD# 4980693) is an Investment Advisor Representative working at Newedge Advisors in Peachtree Corners, GA and has over 18 years of experience in the finance industry.
Bill McDonald, CFP® (CRD# 5887702) is an Investment Advisor Representative working at Tidewater Wealth Management and has over 10 years of experience in the finance industry.
Bill McDonald, CFP®
Partner, Sr. Wealth Management Advisor
A: 15 N Main St., Ste. 100, West Hartford, CT 06107
O: 860.718.9300 C: 860.965.0710
E: [email protected] W: www.tidewaterwealth.com
Investment Advice and services offered through Goss Advisors, a registered investment advisor.
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