NewEdge Advisors
Financial Services
New Orleans, Louisiana, United States
87 employees
- Employees
- 87
- Contacts
- 2
- Emails
- 2
- Phones
- 2
NewEdge Advisors Overview
- Headquarters
- New Orleans, Louisiana, United States
- Website
- www.newedgeadvisors.com
- Industry
- Financial Services
- Employees
- 87
- Founded
- 2015
- Funding
- 2025
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About NewEdge Advisors
NewEdge Advisors is a registered investment advisor (RIA) supporting 400+ financial advisors across the country, who collectively service over $30 billion in client assets. NewEdge Advisors was built by advisors, for advisors to give independent advisory practices a better way to serve clients, and to manage time and expenses more effectively than they could on their own. By eliminating the complexities of running a wealth management business, advisors can free up their time to focus on what they do best – caring for clients. If you’re like us, you have a deep appreciation for the advisor-client relationship and years of experience putting their interests first. Partnering with NewEdge is an active decision to join a movement of successful advisors in the relentless pursuit of an improved client experience. Let’s chat! Call (877) 832-6632 or visit www.newedgeadvisors.com to learn more about partnering with NewEdge Advisors. Disclosures: Securities are offered through LPL Financial, Member FINRA/SIPC, Triad Advisors, Member FINRA/SIPC or NewEdge Securities, LLC, Member FINRA/SIPC. Representatives of NewEdge Advisors, LLC may be affiliated with one of these entities and will offer securities only where properly registered. Investment advice is offered through NewEdge Advisors, LLC. NewEdge Advisors, LLC is a separate entity from both LPL Financial and Triad Advisors. NewEdge Advisors, LLC is an affiliated entity to NewEdge Securities, LLC and under the common control of NewEdge Capital Group, LLC. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly registered or exempt from registration. Third-party posts found on this profile do not reflect the views of the entities listed herein and have not been reviewed by any listed entity as to accuracy or completeness. https://adviserinfo.sec.gov/
NewEdge Advisors Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
- Phone contacts
- 2
- 66.7% coverage
NewEdge Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Lauren Lehman, Cfa, Cfp®, Caia | Portfolio Manager | Rockville, Maryland, United States |
View
|
| Robert Brous, Cima®, Cpwa® | Managing Principal at Wealth(k)are | New York City Metropolitan Area, United States |
Email
Phone
|
| Jon Ulin, Cfp® | Founder & Cfp® - Ulin & Co. Wealth | Boca Raton, Florida, United States |
Email
Phone
|
Employees by Management Level
Executive
1 profile
Manager
1 profile
Senior / Lead
1 profile
Compare Similar Companies to NewEdge Advisors
LPL Financial
Financial Services
Mariner
Financial Services
Wealth Enhancement
Financial Services
Mercer Advisors
Financial Services
Carson Group
Financial Services
RFG Advisory
Financial Services
NewEdge Wealth
Investment Management
EDGECo Holdings, LP
Financial Services
NewEdge Capital Group
Financial Services
ProsperPlan Wealth
Financial Services