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NEWEDGE ADVISORS, LLC
NEWEDGE ADVISORS, LLC
NEWEDGE ADVISORS
NEW ORLEANS, Louisiana
·
12 registered advisors
·
CRD# 171351
SEC# 801-79876
99
504-459-4391
01
Firm Overview
AUM
$18.4B
Regulatory assets under management
Employees
570
Total firm employees
Advisors
12
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at NEWEDGE ADVISORS, LLC
12 registered advisors
Alexander Thomas Goss
NEW ORLEANS, Louisiana
CRD# 5653571
David John Down
NEW ORLEANS, Louisiana
CRD# 1901538
Erin Paige Sarver-Corbett
NEW ORLEANS, Louisiana
CRD# 6921773
George Frederick Sins
NEW ORLEANS, Louisiana
CRD# 3005305
Gerald Thomas Goss
NEW ORLEANS, Louisiana
CRD# 226249
Jeffrey Stone Cutler
NEW ORLEANS, Louisiana
CRD# 4972266
Joseph Franklin Banco
NEW ORLEANS, Louisiana
CRD# 2850198
Kyle Peter Smith
NEW ORLEANS, Louisiana
CRD# 2142563
Neil Dickman Turner
NEW ORLEANS, Louisiana
CRD# 6584184
Stephen Anthony Pirigyi
NEW ORLEANS, Louisiana
CRD# 2030214
Theresa Bailey Russell
BATON ROUGE, Louisiana
CRD# 1284588
William Carl Brand
NEW ORLEANS, Louisiana
CRD# 4441531
05
Office Locations
NEW ORLEANS, Louisiana
11 advisors
BATON ROUGE, Louisiana
1 advisor
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Data sourced from SEC Form ADV filings. NEWEDGE ADVISORS, LLC (CRD# 171351) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.