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
Scott Deupree (CRD# 2283465) is an Investment Advisor Representative working at Newedge Advisors in Shreveport, LA and has over 31 years of experience in the finance industry.
Joseph Dimauro (CRD# 4865562) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 19 years of experience in the finance industry.
Courtney Doerfler (CRD# 5036754) is an Investment Advisor Representative working at Newedge Advisors in Hudson, WI and has over 11 years of experience in the finance industry.
Dale Dominick (CRD# 2533341) is an Investment Advisor Representative working at Newedge Advisors in Pittsburgh, PA and has over 29 years of experience in the finance industry.
William Donnelly (CRD# 2913965) is an Investment Advisor Representative working at Newedge Advisors in Sunnyvale, CA and has over 26 years of experience in the finance industry.
Thomas Dosch (CRD# 1171845) is an Investment Advisor Representative working at Newedge Advisors in Aberdeen, SD and has over 40 years of experience in the finance industry.
Gregory Downey (CRD# 4300801) is an Investment Advisor Representative working at Newedge Advisors in Northville, MI and has over 23 years of experience in the finance industry.
Gary Drake (CRD# 5752391) is an Investment Advisor Representative working at Newedge Advisors in Junction City, KS and has over 14 years of experience in the finance industry.
Chad Dufrene (CRD# 4360378) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 22 years of experience in the finance industry.
Melissa Dugas (CRD# 4615355) is an Investment Advisor Representative working at Newedge Advisors in Lake Charles, LA and has over 18 years of experience in the finance industry.