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
David Olesen (CRD# 4147669) is an Investment Advisor Representative working at Newedge Advisors in Roselle, IL and has over 24 years of experience in the finance industry.
Erik Olson (CRD# 5528907) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 16 years of experience in the finance industry.
Anthony Panuccio (CRD# 1088300) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 34 years of experience in the finance industry.
Brandon Papa (CRD# 2938078) is an Investment Advisor Representative working at Newedge Advisors in Shreveport, LA and has over 26 years of experience in the finance industry.
Nita Pastor (CRD# 2030056) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 34 years of experience in the finance industry.
Jo Pate (CRD# 3185320) is an Investment Advisor Representative working at Newedge Advisors in Valdosta, GA and has over 17 years of experience in the finance industry.
Chitra Patel (CRD# 4838515) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 19 years of experience in the finance industry.
James Payne (CRD# 5053124) is an Investment Advisor Representative working at Newedge Advisors in Saint Simons Island, GA and has over 18 years of experience in the finance industry.
Kris Pearson (CRD# 4953223) is an Investment Advisor Representative working at Newedge Advisors in Aberdeen, SD and has over 18 years of experience in the finance industry.
Lindsay Pelkey (CRD# 6246532) is an Investment Advisor Representative working at Newedge Advisors in Memphis, TN and has over 9 years of experience in the finance industry.