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.gwmadvisors.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 31 - 40 of 357 top financial advisors.
31
Mary Cannon, financial advisor Memphis TN
Mary P. Cannon
CRD#: 6590548
5400 Poplar Avenue, Suite 210, Memphis, TN 38119

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

32
Bradley Cantrill, financial advisor New Orleans LA
Bradley H. Cantrill
CRD#: 4438327
858 Camp Street, New Orleans, LA 70130

Bradley Cantrill (CRD# 4438327) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 22 years of experience in the finance industry.

33
Dustin Capco, financial advisor New Orleans LA
Dustin T. Capco
CRD#: 6279298
858 Camp Street, New Orleans, LA 70130

Dustin Capco (CRD# 6279298) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 10 years of experience in the finance industry.

34
James Caspers, financial advisor Hudson WI
James W. Caspers
CRD#: 2120724
900 Crestview Drive, Suite 230, Hudson, WI 54016

James Caspers (CRD# 2120724) is an Investment Advisor Representative working at Newedge Advisors in Hudson, WI and has over 33 years of experience in the finance industry.

35
Roland Castle, financial advisor Marietta GA
Roland M. Castle
CRD#: 2855290
2870 Johnson Ferry Rd., Suite 200, Marietta, GA 30062

Roland Castle (CRD# 2855290) is an Investment Advisor Representative working at Newedge Advisors in Marietta, GA and has over 25 years of experience in the finance industry.

36
Joshua Cavett, financial advisor New Orleans LA
Joshua S. Cavett
CRD#: 4864144
858 Camp Street, New Orleans, LA 70130

Joshua Cavett (CRD# 4864144) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 18 years of experience in the finance industry.

37
Steven Cecil, financial advisor Sarasota FL
Steven A. Cecil
CRD#: 4515995
5674 Marquesas Circle, Sarasota, FL 34233

Steven Cecil (CRD# 4515995) is an Investment Advisor Representative working at Newedge Advisors in Sarasota, FL and has over 10 years of experience in the finance industry.

38
Richard Ceffalio, financial advisor Arlington Heights IL
Richard A. Ceffalio
CRD#: 2619565
131 Wing Street, Arlington Heights, IL 60005

Richard Ceffalio (CRD# 2619565) is an Investment Advisor Representative working at Newedge Advisors in Arlington Heights, IL and has over 28 years of experience in the finance industry.

39
John Burton Cestia, financial advisor New Iberia LA
John Burton E. Cestia
CRD#: 3260348
223 East Main Street, New Iberia, LA 70560

John Burton Cestia (CRD# 3260348) is an Investment Advisor Representative working at Newedge Advisors in New Iberia, LA and has over 24 years of experience in the finance industry.

40
Amit Chopra, financial advisor New Orleans LA
Amit Chopra
CRD#: 5237374
858 Camp Street, New Orleans, LA 70130

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.

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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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