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
Dennis Schlegel (CRD# 5149840) is an Investment Advisor Representative working at Newedge Advisors in Holmdel, NJ and has over 17 years of experience in the finance industry.
Rebecca Schrumm (CRD# 4815460) is an Investment Advisor Representative working at Newedge Advisors in Newburyport, MA and has over 19 years of experience in the finance industry.
Melissa Schuessler (CRD# 5809618) is an Investment Advisor Representative working at Newedge Advisors in Austin, TX and has over 7 years of experience in the finance industry.
Kellie Schuttler (CRD# 4573664) is an Investment Advisor Representative working at Newedge Advisors in Tulsa, OK and has over 17 years of experience in the finance industry.
Thomas Schwab (CRD# 4456425) is an Investment Advisor Representative working at Newedge Advisors in Centerville, OH and has over 22 years of experience in the finance industry.
Brittany Shaker (CRD# 5173371) is an Investment Advisor Representative working at Newedge Advisors in New Castle, PA and has over 15 years of experience in the finance industry.
Jennifer Shelley (CRD# 2931143) is an Investment Advisor Representative working at Newedge Advisors in Palmetto Bay, FL and has over 11 years of experience in the finance industry.
Ellis Shiver (CRD# 1307962) is an Investment Advisor Representative working at Newedge Advisors in Valdosta, GA and has over 36 years of experience in the finance industry.
Todd Shiver (CRD# 4170164) is an Investment Advisor Representative working at Newedge Advisors in Valdosta, GA and has over 23 years of experience in the finance industry.
John Sias (CRD# 4557301) is an Investment Advisor Representative working at Newedge Advisors in Bartlett, IL and has over 21 years of experience in the finance industry.