Unclaimed Profile

William Carl Brand

NEWEDGE ADVISORS, LLC·NEW ORLEANS, Louisiana

NEWEDGE ADVISORS, LLC

858 CAMP STREET, NEW ORLEANS, LA 70130CRD# 4441531Firm CRD# 171351

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Carl Brand · NEW ORLEANS, LA

Registration

CRD #4441531 · NEWEDGE ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

William Carl Brand is a registered financial advisor based in NEW ORLEANS, Louisiana, affiliated with NEWEDGE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

NEWEDGE ADVISORS, LLC

NEWEDGE ADVISORS

AUM

$18.4B

Regulatory assets under management

Employees

570

Total firm employees

View all advisors at NEWEDGE ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4441531

Firm CRD# 171351

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Carl Brand offer?

William Carl Brand specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW ORLEANS, Louisiana for a consultation.

What are William Carl Brand's credentials?

William Carl Brand is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Carl Brand located?

William Carl Brand is based in NEW ORLEANS, Louisiana, working with NEWEDGE ADVISORS, LLC. Their office serves clients in the NEW ORLEANS metropolitan area and surrounding communities.

How does William Carl Brand charge for services?

William Carl Brand's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEWEDGE ADVISORS, LLC?

NEWEDGE ADVISORS, LLC has approximately 570 employees and manages $18.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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