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).
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Total Assets Under Management18,432MILLION
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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
- Fixed fees (other than subscription fees)
- 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)
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
Sarah Fong (CRD# 2937709) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 26 years of experience in the finance industry.
Phillip Fontenot (CRD# 2628589) is an Investment Advisor Representative working at Newedge Advisors in Lafayette, LA and has over 11 years of experience in the finance industry.
Perry Frey (CRD# 2110099) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 12 years of experience in the finance industry.
Jordan Friedman (CRD# 4396734) is an Investment Advisor Representative working at Newedge Advisors in Beverly Hills, CA and has over 19 years of experience in the finance industry.
Cory Fruge (CRD# 6483663) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has 1 year of experience in the finance industry.
Alexander Fullerton (CRD# 5892862) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 5 years of experience in the finance industry.
Stephen Gainey (CRD# 4188629) is an Investment Advisor Representative working at Newedge Advisors in Gulfport, MS and has over 23 years of experience in the finance industry.
Phillip Gebhardt (CRD# 2613785) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 28 years of experience in the finance industry.
Ryan Geschke (CRD# 5481670) is an Investment Advisor Representative working at Newedge Advisors in Green Bay, WI and has over 16 years of experience in the finance industry.
Andrew Gildehaus (CRD# 5534311) is an Investment Advisor Representative working at Newedge Advisors in Saint Louis, MO and has over 9 years of experience in the finance industry.