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Newedge Advisors CRD 171351
$43.2B regulatory AUM 122 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-01-13 |
| FL | RA | APPROVED | 2023-05-17 |
| TX | RA | APPROVED_RES | 2023-05-15 |
Branch Locations
1200 North Federal Highway Suite 300, Boca Raton, FL 33432 • United States
858 Camp Street, New Orleans, LA 70130 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Providence | RI | 11/2012 | 11/2016 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 03/2018 | 03/2021 |
| The Harvest Group Wealth Management, Llc | Boca Raton | FL | 10/2017 | 03/2019 |
| Wells Fargo Advisors Financial Network, Llc | Boca Raton | FL | 11/2016 | 10/2017 |
| Savior Wealth, Llc | Boca Raton | FL | 04/2019 | 05/2023 |
| Newedge Advisors, Llc. | New Orleans | LA | 05/2023 | Present |
1. RENTAL PROPERTY, Not investment related,47 Marconi St., North Providence, RI, 02984-Owner/Landlord- START: 11/1/2016, 2 HOURS PER MONTH/0 DURING TRADING, Rent and maintain one residential unit. 2. Independent insurance agent, 1/26/2017, 1 hour/month, all during securities trading hours; non-investment related. 3. Bartolomeo Capital Group; DBA for RIA NewEdge Advisors, LLC; Investment Related; Investment Advisor Representative; 05/2023; Boca Raton, FL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-27 |
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