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).

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 191 - 200 of 376 top financial advisors.
191
Cory D. McElyea
CRD#: 6813618
9238 Madison Blvd, Ste 84, Madison, AL 35758

Cory McElyea (CRD# 6813618) is an Investment Advisor Representative working at Newedge Advisors in Madison, AL and has over 6 years of experience in the finance industry.

192
David L. McFeggan
CRD#: 3211995
858 Camp Street, New Orleans, LA 70130

David McFeggan (CRD# 3211995) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 24 years of experience in the finance industry.

193
Jared M. McGahee
CRD#: 5638693
858 Camp Street, New Orleans, LA 70130

Jared McGahee (CRD# 5638693) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 15 years of experience in the finance industry.

194
Lisa McMillion
CRD#: 5330431
858 Camp Street, New Orleans, LA 70130

Lisa McMillion (CRD# 5330431) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 16 years of experience in the finance industry.

195
William C. McMorran
CRD#: 2027360
6735 Yucca Street, Suite 503, Los Angeles, CA 90028

William McMorran (CRD# 2027360) is an Investment Advisor Representative working at Newedge Advisors in Los Angeles, CA and has over 34 years of experience in the finance industry.

196
Greg L. McMullen
CRD#: 2377070
375 Newville Road, Po Box 112, Newburg, PA 17240

Greg McMullen (CRD# 2377070) is an Investment Advisor Representative working at Newedge Advisors in Newburg, PA and has over 30 years of experience in the finance industry.

197
Matthew J. Melendy
CRD#: 4345914
1001 Us Highway 1, Suite 101, Jupiter, FL 33477

Matthew Melendy (CRD# 4345914) is an Investment Advisor Representative working at Newedge Advisors in Jupiter, FL and has over 23 years of experience in the finance industry.

198
Rick Meyeres
CRD#: 1615298
Bakersfield, CA

Rick Meyeres (CRD# 1615298) is an Investment Advisor Representative working at Newedge Advisors in Bakersfield, CA and has over 28 years of experience in the finance industry.

199
Tristram S. Millard
CRD#: 4093725
639 Loyola Ave, Suite 2100, New Orleans, LA 70113

Tristram Millard (CRD# 4093725) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 24 years of experience in the finance industry.

200
Matthew D. Minichello
CRD#: 5421411
500 West Putnam Avenue, Suite 400, Greenwich, CT 06830

Matthew Minichello (CRD# 5421411) is an Investment Advisor Representative working at Newedge Advisors in Greenwich, CT and has over 16 years of experience in the finance industry.

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