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
Gregory Downey (CRD# 4300801) is an Investment Advisor Representative working at Newedge Advisors in Northville, MI and has over 23 years of experience in the finance industry.
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.
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.
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.
Clarence Elliott (CRD# 6598805) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 8 years of experience in the finance industry.
Douglas Ellis (CRD# 5661912) is an Investment Advisor Representative working at Newedge Advisors in Stevensville, MI and has over 15 years of experience in the finance industry.
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.
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.
Megan Evans Fontenot (CRD# 5749521) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 14 years of experience in the finance industry.
Shayla Evink (CRD# 4666949) is an Investment Advisor Representative working at Newedge Advisors in Bismarck, ND and has over 13 years of experience in the finance industry.