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).

Current Firm Details
858 Camp Street, New Orleans, LA 70130
http://www.cwpadvisorygroup.com
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 71 - 80 of 365 top financial advisors.
71
Melissa Dugas, financial advisor Lake Charles LA
Melissa B. Dugas
CRD#: 4615355
Lake Charles, LA

Melissa Dugas (CRD# 4615355) is an Investment Advisor Representative working at Newedge Advisors in Lake Charles, LA and has over 19 years of experience in the finance industry.

72
Matthew Duplechain, financial advisor New Orleans LA
Matthew R. Duplechain
CRD#: 5847592
858 Camp Street, New Orleans, LA 70130

Matthew Duplechain (CRD# 5847592) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 13 years of experience in the finance industry.

73
Clarence Elliott, financial advisor Port Allen LA
Clarence L. Elliott
CRD#: 6598805
4463 Highway 1, Suite L, Port Allen, LA 70767

Clarence Elliott (CRD# 6598805) is an Investment Advisor Representative working at Newedge Advisors in Port Allen, LA and has over 8 years of experience in the finance industry.

74
Douglas Ellis, financial advisor New Orleans LA
Douglas J. Ellis
CRD#: 5661912
858 Camp Street, New Orleans, LA 70130

Douglas Ellis (CRD# 5661912) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 15 years of experience in the finance industry.

75
Carl Ermelbauer, financial advisor New Orleans LA
Carl J. Ermelbauer
CRD#: 6674215
858 Camp Street, New Orleans, LA 70130

Carl Ermelbauer (CRD# 6674215) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 7 years of experience in the finance industry.

76
Thomas Evans, financial advisor New Iberia LA
Thomas A. Evans
CRD#: 1056602
223 E. Main Street, New Iberia, LA 70560

Thomas Evans (CRD# 1056602) is an Investment Advisor Representative working at Newedge Advisors in New Iberia, LA and has over 9 years of experience in the finance industry.

77
Megan Evans Fontenot, financial advisor Lake Charles LA
Megan Evans Fontenot
CRD#: 5749521
4965 Elliott Road, Lake Charles, LA 70605

Megan Evans Fontenot (CRD# 5749521) is an Investment Advisor Representative working at Newedge Advisors in Lake Charles, LA and has over 13 years of experience in the finance industry.

78
Shayla Evink, financial advisor Bismarck ND
Shayla R. Evink
CRD#: 4666949
320 N. 4th Street, Bismarck, ND 58501

Shayla Evink (CRD# 4666949) is an Investment Advisor Representative working at Newedge Advisors in Bismarck, ND and has over 12 years of experience in the finance industry.

79
Mary Ewasyshyn, financial advisor New Orleans LA
Mary K. Ewasyshyn
CRD#: 1525592
858 Camp Street, New Orleans, LA 70130

Mary Ewasyshyn (CRD# 1525592) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 37 years of experience in the finance industry.

80
Shawn Ewasyshyn, financial advisor Troy MI
Shawn M. Ewasyshyn
CRD#: 6506535
3150 Livernois, Suite 310, Troy, MI 48083

Shawn Ewasyshyn (CRD# 6506535) is an Investment Advisor Representative working at Newedge Advisors in Troy, MI and has over 8 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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