Newedge Advisors

Newedge Advisors (CRD# 171351) is a financial advisory firm headquartered in New Orleans, LA. They manage $12,683,180,123 in 48,067 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    12,683
    MILLION
  • Total Number of Accounts
    48,067
    ACCOUNTS
  • Average Account Value
    $263,865
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 21 - 30 of 342 top financial advisors.
21
Robert A. Brandt
CRD#: 1920079
7 Prince Place, Suite 202, Newburyport, MA 01950

Robert Brandt (CRD# 1920079) is an Investment Advisor Representative working at Newedge Advisors in Newburyport, MA and has over 34 years of experience in the finance industry.

22
Jeff P. Branson
CRD#: 6631518
South Windsor, CT

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.

23
James P. Braun
CRD#: 3070511
320 N. 4th Street, Bismarck, ND 58501

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.

24
Gregory D. Bright
CRD#: 5521314
858 Camp Street, New Orleans, LA 70130

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.

25
Carter Brower
CRD#: 2649642
101 E. Park Blvd., Suite 111, Plano, TX 75074

Carter Brower (CRD# 2649642) is an Investment Advisor Representative working at Newedge Advisors in Plano, TX and has over 27 years of experience in the finance industry.

26
Charles G. Brown Iv
CRD#: 5773928
131 Dartmouth Street, 3rd Floor, Boston, MA 02116

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.

27
Patrick Bruski
CRD#: 6125652
3414 Duck Ave. 11, Key West, FL 33040

Patrick Bruski (CRD# 6125652) is an Investment Advisor Representative working at Newedge Advisors in Key West, FL and has over 11 years of experience in the finance industry.

28
Rebecca A. Bryan
CRD#: 5981043
1251 Waterfront Placesuite 510, Pittsburgh, PA 15222

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.

29
Peter F. Butler
CRD#: 1942182
858 Camp Street, New Orleans, LA 70130

Peter Butler (CRD# 1942182) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 25 years of experience in the finance industry.

30
Mary P. Cannon
CRD#: 6590548
858 Camp Street, New Orleans, LA 70130

Mary Cannon (CRD# 6590548) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 8 years of experience in the finance industry.

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