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.cwpadvisorygroup.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 111 - 120 of 365 top financial advisors.
111
Brian Grogan, financial advisor New Orleans LA
Brian A. Grogan
CRD#: 4395120
858 Camp Street, New Orleans, LA 70130

Brian Grogan (CRD# 4395120) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 21 years of experience in the finance industry.

112
Stefan Gronvold, financial advisor New Orleans LA
Stefan T. Gronvold
CRD#: 5968552
858 Camp Street, New Orleans, LA 70130

Stefan Gronvold (CRD# 5968552) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 11 years of experience in the finance industry.

113
Crystal Groover, financial advisor New Orleans LA
Crystal T. Groover
CRD#: 4986476
858 Camp Street, New Orleans, LA 70130

Crystal Groover (CRD# 4986476) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 9 years of experience in the finance industry.

114
Stephanie Groschup, financial advisor New Orleans LA
Stephanie C. Groschup
CRD#: 4326390
858 Camp Street, New Orleans, LA 70130

Stephanie Groschup (CRD# 4326390) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 23 years of experience in the finance industry.

115
John Guidi, financial advisor New Orleans LA
John K. Guidi
CRD#: 5838283
858 Camp Street, New Orleans, LA 70130

John Guidi (CRD# 5838283) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 13 years of experience in the finance industry.

116
Guy Guinot, financial advisor Mandeville LA
Guy P. Guinot
CRD#: 2202288
111 N. Causeway Blvd., Suite 207, Mandeville, LA 70448

Guy Guinot (CRD# 2202288) is an Investment Advisor Representative working at Newedge Advisors in Mandeville, LA and has over 25 years of experience in the finance industry.

117
Gary Gullo, financial advisor New Orleans LA
Gary A. Gullo
CRD#: 1657060
858 Camp Street, New Orleans, LA 70130

Gary Gullo (CRD# 1657060) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 37 years of experience in the finance industry.

118
Thomas Gunderson, financial advisor Bismarck ND
Thomas M. Gunderson
CRD#: 1054718
320 N. 4th Street, Bismarck, ND 58501

Thomas Gunderson (CRD# 1054718) is an Investment Advisor Representative working at Newedge Advisors in Bismarck, ND and has over 41 years of experience in the finance industry.

119
Walter Gundlach, financial advisor New Orleans LA
Walter M. Gundlach
CRD#: 1531313
639 Loyola Ave, Suite 2100, New Orleans, LA 70113

Walter Gundlach (CRD# 1531313) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 30 years of experience in the finance industry.

120
Jason Habbit, financial advisor Lafayette LA
Jason A. Habbit
CRD#: 4578194
412 Settlers Trace Blvd., Lafayette, LA 70508

Jason Habbit (CRD# 4578194) is an Investment Advisor Representative working at Newedge Advisors in Lafayette, 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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