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)
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
Jennifer Kahl (CRD# 4182272) is an Investment Advisor Representative working at Newedge Advisors in Westlake, OH and has over 23 years of experience in the finance industry.
Jonathan Karn (CRD# 6355068) is an Investment Advisor Representative working at Newedge Advisors in Montvale, NJ and has over 9 years of experience in the finance industry.
Raymond Kean (CRD# 2562320) is an Investment Advisor Representative working at Newedge Advisors in Barrington, IL and has over 29 years of experience in the finance industry.
Christopher Kenny (CRD# 4046063) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 14 years of experience in the finance industry.
Erin Kerber (CRD# 5750058) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 9 years of experience in the finance industry.
Amanda Klein (CRD# 6609486) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 8 years of experience in the finance industry.
Gary Klein (CRD# 1021753) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 28 years of experience in the finance industry.
Harold Klein (CRD# 1021759) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 30 years of experience in the finance industry.
John Kober (CRD# 1058225) is an Investment Advisor Representative working at Newedge Advisors in Southern Pines, NC and has over 41 years of experience in the finance industry.
Andrew Koris (CRD# 5812737) is an Investment Advisor Representative working at Newedge Advisors in New York, NY and has over 11 years of experience in the finance industry.