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 1 - 10 of 342 top financial advisors.
1
Michael W. Kreimer
CRD#: 1451905
858 Camp Street, New Orleans, LA 70130

Michael Kreimer (CRD# 1451905) is an Investment Advisor Representative working at AssetWise Financial Group in Charlotte, NC and has over 36 years of experience in the finance industry. Michael Kreimer 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
Garrett A. Ahrens
CRD#: 1999696
412 Settlers Trace Blvd, Lafayette, LA 70508

Garrett Ahrens (CRD# 1999696) is an Investment Advisor Representative working at Newedge Advisors in Lafayette, LA and has over 34 years of experience in the finance industry.

3
Eric A. Aldinger
CRD#: 5993843
320 N. 4th Street, Bismarck, ND 58501

Eric Aldinger (CRD# 5993843) is an Investment Advisor Representative working at Newedge Advisors in Bismarck, ND and has over 12 years of experience in the finance industry.

4
Sandra D. Baker
CRD#: 5105141
858 Camp Street, New Orleans, LA 70130

Sandra Baker (CRD# 5105141) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 17 years of experience in the finance industry.

5
Joshua K. Barnett
CRD#: 6597237
6300 Corporate Blvd, Suite 120, Baton Rouge, LA 70809

Joshua Barnett (CRD# 6597237) is an Investment Advisor Representative working at Newedge Advisors in Baton Rouge, LA and has over 8 years of experience in the finance industry.

6
Thomas Bartolomeo
CRD#: 1823924
220 Congress Park Dr., Suite 110, Delray Beach, FL 33445

Thomas Bartolomeo (CRD# 1823924) is an Investment Advisor Representative working at Newedge Advisors in Delray Beach, FL and has over 30 years of experience in the finance industry.

7
Christopher L. Baugh
CRD#: 3250943
858 Camp Street, New Orleans, LA 70130

Christopher Baugh (CRD# 3250943) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 23 years of experience in the finance industry.

8
Kent R. Beal
CRD#: 2469212
858 Camp Street, New Orleans, LA 70130

Kent Beal (CRD# 2469212) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 29 years of experience in the finance industry.

9
Dee D. Becquet
CRD#: 3167167
858 Camp Street, New Orleans, LA 70130

Dee Becquet (CRD# 3167167) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 24 years of experience in the finance industry.

10
Jeffery S. Berenson
CRD#: 1573784
858 Camp Street, New Orleans, LA 70130

Jeffery Berenson (CRD# 1573784) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 37 years of experience in the finance industry.

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