Stephen James Landersman

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2008 → 09/2023
  Cuso Financial Services, Lp
  San Diego, CA
• 09/2021 → Present
  Newedge Advisors
  New Orleans, LA
• 09/2023 → Present
  Newedge Securities
  Pittsburgh, PA

Previous Registrations

• 2008-10-20 → 2023-09-12
  Cuso Financial Services, L.P.
  Harrisburg, PA
  Harrisburg, PA
• 2006-01-12 → 2008-10-23
  Cetera Wealth Services, Llc
  Hershey, PA
  Harrisburg, PA
  Crystal Lake, IL
  Harrisburg, PA

Other Businesses

1. Unifi Advisors LLC* Yes Invest*Harrisburg, PA*President / Owner*Financial Planning, Wealth management, Investment and insurance sales*Feb 03 2021*190 Per mnth/160 Trade*I am primary IAR and Registered Rep. and insurance agent of the firm. I also preform duties of CMO, and most ongoing business decisions for the firm 2.Blue Ridge Medical Spa*No Invest*Secretary / Treasurer*Medical Spa - Botox injections, fillers, laser treatments and other Esthetician services*6/1/24*5 Hr Per Mnth/0 Trade*bookkeeping and corporate duties 3. NEA*Yes Invest*New Orleans, LA*Investment advisory, financial planning, and wealth management services*2/3/21*President, Financial Planner*I act as President and CEO. I managed many of the activities of the firm including marketing and financial operations. I also work with clients as a financial planner creating and implementing their plans*80 Hrs Per mnth Trade 4.Unifi Advisors Insurance - Unifi Insurance*Yes Invest*HarrisburgPA*Insurance Agency*3/1/2024*Agent / Owner*President, Insurance product case design, and Insurance and Fixed and Indexed annuity sales.*40 Hrs Trade

Exams

• S65 Uniform Investment Adviser Law Examination
  1990-12-05
• S63 Uniform Securities Agent State Law Examination
  1989-02-03

Designations

• Certified Financial Planner