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).

Current Firm Details
858 Camp Street, New Orleans, LA 70130
http://www.kivifinancial.com
By the Numbers
  • Total Assets Under Management
    18,432
    MILLION
  • Total Number of Accounts
    62,249
    ACCOUNTS
  • Average Account Value
    $296,108
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Newedge Advisors
Showing 71 - 80 of 378 top financial advisors.
71
Thomas Dosch, financial advisor Aberdeen SD
Thomas D. Dosch
CRD#: 1171845
205 6th Avenue Se, Suite 102, Aberdeen, SD 57401

Thomas Dosch (CRD# 1171845) is an Investment Advisor Representative working at Newedge Advisors in Aberdeen, SD and has over 40 years of experience in the finance industry.

72
Gregory Downey, financial advisor New Orleans LA
Gregory C. Downey
CRD#: 4300801
858 Camp Street, New Orleans, LA 70130

Gregory Downey (CRD# 4300801) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 23 years of experience in the finance industry.

73
Gary Drake, financial advisor Junction City KS
Gary K. Drake
CRD#: 5752391
712 N Washington, Junction City, KS 66441

Gary Drake (CRD# 5752391) is an Investment Advisor Representative working at Newedge Advisors in Junction City, KS and has over 14 years of experience in the finance industry.

74
Chad Dufrene, financial advisor New Orleans LA
Chad D. Dufrene
CRD#: 4360378
639 Loyola Ave, Suite 2100, New Orleans, LA 70113

Chad Dufrene (CRD# 4360378) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 22 years of experience in the finance industry.

75
Melissa Dugas, financial advisor Lake Charles LA
Melissa B. Dugas
CRD#: 4615355
Lake Charles, LA

Melissa Dugas (CRD# 4615355) is an Investment Advisor Representative working at Newedge Advisors in Lake Charles, LA and has over 19 years of experience in the finance industry.

76
Matthew Duplechain, financial advisor New Orleans LA
Matthew R. Duplechain
CRD#: 5847592
858 Camp Street, New Orleans, LA 70130

Matthew Duplechain (CRD# 5847592) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 13 years of experience in the finance industry.

77
Clarence Elliott, financial advisor Port Allen LA
Clarence L. Elliott
CRD#: 6598805
4463 Highway 1, Suite L, Port Allen, LA 70767

Clarence Elliott (CRD# 6598805) is an Investment Advisor Representative working at Newedge Advisors in Port Allen, LA and has over 8 years of experience in the finance industry.

78
Douglas Ellis, financial advisor New Orleans LA
Douglas J. Ellis
CRD#: 5661912
858 Camp Street, New Orleans, LA 70130

Douglas Ellis (CRD# 5661912) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 15 years of experience in the finance industry.

79
Carl Ermelbauer, financial advisor New Orleans LA
Carl J. Ermelbauer
CRD#: 6674215
858 Camp Street, New Orleans, LA 70130

Carl Ermelbauer (CRD# 6674215) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 7 years of experience in the finance industry.

80
Thomas Evans, financial advisor New Iberia LA
Thomas A. Evans
CRD#: 1056602
223 E. Main Street, New Iberia, LA 70560

Thomas Evans (CRD# 1056602) is an Investment Advisor Representative working at Newedge Advisors in New Iberia, LA and has over 9 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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