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.expandfinancial.com/contentpages/efa.aspx
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 51 - 60 of 357 top financial advisors.
51
Stephen Coopersmith, financial advisor New Orleans LA
Stephen A. Coopersmith
CRD#: 6164631
858 Camp Street, New Orleans, LA 70130

Stephen Coopersmith (CRD# 6164631) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 10 years of experience in the finance industry.

52
Patrick Cox, financial advisor New Orleans LA
Patrick Cox
CRD#: 6383151
858 Camp Street, New Orleans, LA 70130

Patrick Cox (CRD# 6383151) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 9 years of experience in the finance industry.

53
Kyle Crowley, financial advisor Arlington Heights IL
Kyle T. Crowley
CRD#: 6614884
131 W. Wing Street, Arlington Heights, IL 60005

Kyle Crowley (CRD# 6614884) is an Investment Advisor Representative working at Newedge Advisors in Arlington Heights, IL and has over 8 years of experience in the finance industry.

54
Terrence Crowley, financial advisor Arlington Heights IL
Terrence J. Crowley
CRD#: 1263981
131 W. Wing Street, Arlington Heights, IL 60005

Terrence Crowley (CRD# 1263981) is an Investment Advisor Representative working at Newedge Advisors in Arlington Heights, IL and has over 39 years of experience in the finance industry.

55
John Cusimano, financial advisor New Orleans LA
John J. Cusimano
CRD#: 4288560
858 Camp Street, New Orleans, LA 70130

John Cusimano (CRD# 4288560) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 22 years of experience in the finance industry.

56
Steven Darden, financial advisor Shreveport LA
Steven C. Darden
CRD#: 5100956
7607 Fern Ave, Suite 502, Shreveport, LA 71105

Steven Darden (CRD# 5100956) is an Investment Advisor Representative working at Newedge Advisors in Shreveport, LA and has over 17 years of experience in the finance industry.

57
Robert Davies, financial advisor New Orleans LA
Robert J. Davies
CRD#: 6116542
858 Camp Street, New Orleans, LA 70130

Robert Davies (CRD# 6116542) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 11 years of experience in the finance industry.

58
Jody Davis, financial advisor Columbus GA
Jody K. Davis
CRD#: 5022117
1200 Brookstone Centre Parkway, Suite 101, Columbus, GA 31904

Jody Davis (CRD# 5022117) is an Investment Advisor Representative working at Newedge Advisors in Columbus, GA and has over 18 years of experience in the finance industry.

59
Merceditas De Padua, financial advisor New Orleans LA
Merceditas Z. De Padua
CRD#: 4396700
858 Camp Street, New Orleans, LA 70130

Merceditas De Padua (CRD# 4396700) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 22 years of experience in the finance industry.

60
Lesley Degenhart, financial advisor New Orleans LA
Lesley K. Degenhart
CRD#: 5284549
858 Camp Street, New Orleans, LA 70130

Lesley Degenhart (CRD# 5284549) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 15 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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