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.pilgreenwealthmanagement.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 51 - 60 of 371 top financial advisors.
51
Matthew Cook, financial advisor New Orleans LA
Matthew A. Cook
CRD#: 6837205
858 Camp Street, New Orleans, LA 70130

Matthew Cook (CRD# 6837205) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 6 years of experience in the finance industry.

52
Carl Coolidge, financial advisor Saint Simons Island GA
Carl B. Coolidge
CRD#: 2945974
2467 Demere Rd., Saint Simons Island, GA 31522

Carl Coolidge (CRD# 2945974) is an Investment Advisor Representative working at Newedge Advisors in Saint Simons Island, GA and has over 26 years of experience in the finance industry.

53
Dane Cooper, financial advisor Atlanta GA
Dane Cooper
CRD#: 5874943
3550 Lenox Road Ne, 21st Floor, Atlanta, GA 30326

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.

54
Stephen Coopersmith, financial advisor Exeter NH
Stephen A. Coopersmith
CRD#: 6164631
2 Franklin Street, Exeter, NH 03833

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.

55
Patrick Cox, financial advisor New Orleans LA
Patrick Cox
CRD#: 6383151
858 Camp Street, New Orleans, LA 70130

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.

56
Kyle Crowley, financial advisor New Orleans LA
Kyle T. Crowley
CRD#: 6614884
858 Camp Street, New Orleans, LA 70130

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.

57
Terrence Crowley, financial advisor Arlington Heights IL
Terrence J. Crowley
CRD#: 1263981
131 W. Wing Street, Arlington Heights, IL 60005

Terrence Crowley (CRD# 1263981) is an Investment Advisor Representative working at Newedge Advisors in Arlington Heights, IL and has over 40 years of experience in the finance industry.

58
John Cusimano, financial advisor Charlotte NC
John J. Cusimano
CRD#: 4288560
5960 Fairview Rd., Suite 100-b, Charlotte, NC 28210

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.

59
Steven Darden, financial advisor Shreveport LA
Steven C. Darden
CRD#: 5100956
7607 Fern Ave, Suite 502, Shreveport, LA 71105

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.

60
Robert Davies, financial advisor Irvine CA
Robert J. Davies
CRD#: 6116542
19200 Von Karman Ave, Suite 400, Irvine, CA 92612

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.

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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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