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
Jim Bootsma (CRD# 2087134) is an Investment Advisor Representative working at Newedge Advisors in Ontario, CA and has over 33 years of experience in the finance industry.
Justin Bradford (CRD# 4559280) is an Investment Advisor Representative working at Newedge Advisors in Marietta, GA and has over 21 years of experience in the finance industry.
Robert Brandt (CRD# 1920079) is an Investment Advisor Representative working at Newedge Advisors in Newburyport, MA and has over 35 years of experience in the finance industry.
Jeff Branson (CRD# 6631518) is an Investment Advisor Representative working at Newedge Advisors in South Windsor, CT and has over 7 years of experience in the finance industry.
James Braun (CRD# 3070511) is an Investment Advisor Representative working at Newedge Advisors in Bismarck, ND and has over 25 years of experience in the finance industry.
Gregory Bright (CRD# 5521314) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 12 years of experience in the finance industry.
Carter Brower (CRD# 2649642) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 27 years of experience in the finance industry.
Charles Brown Iv (CRD# 5773928) is an Investment Advisor Representative working at Newedge Advisors in Boston, MA and has over 13 years of experience in the finance industry.
Patrick Bruski (CRD# 6125652) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 11 years of experience in the finance industry.
Rebecca Bryan (CRD# 5981043) is an Investment Advisor Representative working at Newedge Advisors in Pittsburgh, PA and has over 11 years of experience in the finance industry.