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
Randy Penkwitz (CRD# 2370943) is an Investment Advisor Representative working at Newedge Advisors in Hudson, WI and has over 30 years of experience in the finance industry.
Paul Perez (CRD# 1513300) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 37 years of experience in the finance industry.
Daniel Perrotti (CRD# 4536013) is an Investment Advisor Representative working at Newedge Advisors in Lititz, PA and has over 21 years of experience in the finance industry.
Jon Pettigrew (CRD# 4026569) is an Investment Advisor Representative working at Newedge Advisors in Troy, MI and has over 24 years of experience in the finance industry.
James Pheney (CRD# 1272932) is an Investment Advisor Representative working at Newedge Advisors in Franktown, CO and has over 32 years of experience in the finance industry.
Edward Pickett (CRD# 363081) is an Investment Advisor Representative working at Newedge Advisors in Charlotte, NC and has over 38 years of experience in the finance industry.
John Pilgreen (CRD# 2054895) is an Investment Advisor Representative working at Newedge Advisors in Shreveport, LA and has over 33 years of experience in the finance industry.
Jerrod Pinkston (CRD# 2194716) is an Investment Advisor Representative working at Newedge Advisors in Little Rock, AR and has over 32 years of experience in the finance industry.
Roland Prestenback (CRD# 5556519) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 13 years of experience in the finance industry.
Eduardo Provincia (CRD# 4914470) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 13 years of experience in the finance industry.