Amit Chopra (CRD# 5237374) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 17 years of experience in the finance industry. Amit Chopra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newedge Advisors, LLC | New Orleans, LA | Nov 2022 - Current | 1 |
| Advisors Capital Management, LLC | Ridgewood, NJ | Apr 2019 - Current | 5 |
| Forefront Wealth Planning And Asset Management | New City, NY | Jun 2018 - Current | 5 |
| Commonwealth Financial Network | Waltham, MA | Jun 2018 - Mar 2019 | < 1 |
| Bruderman Asset Management, LLC | Suffern, NY | Mar 2015 - Jun 2018 | 3 |
| Bruderman Brothers LLC | Suffern, NY | Mar 2015 - Jun 2018 | 3 |
| Gary Goldberg Planning Services Inc. | Suffern, NY | Jan 2014 - Mar 2015 | 1 |
| Gary Goldberg & Company, Inc. | Suffern, NY | Jan 2007 - Mar 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2007 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2007 |
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Total Assets Under Management18,432MILLIONS
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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
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