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
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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