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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-09 |
| NJ | RA | APPROVED | 2023-12-19 |
Branch Locations
Keedysville, MD • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Norwalk | CT | 12/2006 | 12/2023 |
| Mml Investors Services, Llc | Norwalk | CT | 04/2007 | 12/2023 |
| Newedge Advisors, Llc. | New Orleans | LA | 12/2023 | Present |
Name: Norton Consulting III Inv rel: Y Addr: At residential address Nature: Outside insurance - health Position: Managing Partner Start: 10/15/2021 No hrs/mo: 10 No hrs/mo dur trading: 0 Duties: Medicare sales and consulting including Medicare Advantage, Medicare Supplement Part D - Drug plans, and dental, hearing, & vision plans. 2}. NewEdge Advisors, LLC. - DBA Pointcrest Wealth Management {RIA} - Investment Related - Investment Advisor Representative - Start: 12/2023 - at reported business location - 100% of time is devoted to this activity during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-26 |
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