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
Dane Cooper (CRD# 5874943) is an Investment Advisor Representative working at Newedge Advisors in Atlanta, GA and has over 13 years of experience in the finance industry.
Stephen Coopersmith (CRD# 6164631) is an Investment Advisor Representative working at Newedge Advisors in Exeter, NH and has over 10 years of experience in the finance industry.
Patrick Cox (CRD# 6383151) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 9 years of experience in the finance industry.
Kyle Crowley (CRD# 6614884) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 8 years of experience in the finance industry.
Terrence Crowley (CRD# 1263981) is an Investment Advisor Representative working at Newedge Advisors in Arlington Heights, IL and has over 39 years of experience in the finance industry.
John Cusimano (CRD# 4288560) is an Investment Advisor Representative working at Newedge Advisors in Charlotte, NC and has over 23 years of experience in the finance industry.
Steven Darden (CRD# 5100956) is an Investment Advisor Representative working at Newedge Advisors in Shreveport, LA and has over 17 years of experience in the finance industry.
Robert Davies (CRD# 6116542) is an Investment Advisor Representative working at Newedge Advisors in Irvine, CA and has over 11 years of experience in the finance industry.
Jody Davis (CRD# 5022117) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 18 years of experience in the finance industry.
Merceditas De Padua (CRD# 4396700) is an Investment Advisor Representative working at Newedge Advisors in Atlanta, GA and has over 22 years of experience in the finance industry.