Stephanie Christin Groschup

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

• 10/2010 → Present
  Newedge Securities, Llc
  Dallas, TX
• 10/2010 → 11/2021
  Mid Atlantic Financial Management, Inc.
  Pittsburgh, PA
• 11/2021 → Present
  Newedge Advisors, Llc
  New Orleans, LA

Previous Registrations

• 2010-10-15 → 2021-11-01
  Mid Atlantic Financial Management, Inc.
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Pittsburgh, PA
• 2008-11-19 → 2010-10-18
  Wells Fargo Clearing Services, Llc
  Dallas, TX
  Garland, TX
  Addison, TX
  Garland, TX
• 2001-03-02 → 2008-11-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  Dallas, TX

Other Businesses

1)Fixed Insurance*Yes Invest*Dallas, TX *1/20/26*President*5Hrd trade/5 non trade 2)ONYX PARTNERS, LLC~901 MAIN STREET, SUITE 6500, DALLAS, TX 75202~TAX PLANNING, TAX PREPARATION, ESTATE SERVICES, BUSINESS CONSULTING, EXECUTIVE COACHING SERVICE, CONCIERGE SERVICES~MANAGING PARTNER~JULY 2014~4HRS PER MONTH~4HRS PER MONTH DURING MARKET~THE FIRM WILL BE PROVIDING TAX PLANNING, TAX PREPARATION, BUSINESS CONSULTING SERVICES, ESTATE SERVICES, EXECUTIVE COACHING SERVICES AND CONCIERGE SERVICES. TAX PLANNING, TAX PREPARATION, ESTATE SERVICES, AND EXECUTIVE COACHING SERVICES ARE PROVIDED BY STRATEGIC PARTNERS WHO ARE CERTIFIED AND LICENSED WITHIN THOSE FIELDS. I WILL BE PROVIDING BUSINESS CONSULTING AND CONCIERGE SERVICES WHILE ACTING AS A MANAGING PARTNER OF THE FIRM - - - - - - - - - - - - - - - 3)GM WEALTH GROUP, LLC~NON INVESTMENT RELATED~901 MAIN STREET, SUITE 6500, DALLAS, TX 75202~S-CORPORATION~MANAGING PARTNER/OWNER 50%~OCTOBER 2010~1HR PER MONTH~0HRS PER MONTH DURING MARKET~ADMINISTRATIVE - PAYING BILLS, PAYING SALARIES 4) ArchHaven & Co. Wealth Partners~2010~INVESTMENT RELATED~AT REPORTED BUSINESS LOCATION(S)~DBA FOR NEWEDGE SECURITIES, INC.~AS A REGSITERED REPRESENTATIVE IF NEWEDGE SECURITIES, INC. I CONDUCT COMMISSION BASED SECURITIES BUSINESS AS A BROKER DEALER AGENT. I SPEND 2 HOURS PER MONTH DURING TRADING HOURS ON THIS ACTIVITY AND 0 HOURS DURING NON-TRADING HOURS. 5) NewEdge Advisors*Yes Invest*Dallas, TX*1/1/95*President*Advisory*160 hrs trade/10non trade 6.Forest Forward*No Invest*Dallas, TX*Development Committee, Forest Forward Ambassador*Forest Forward is a non-profit organization that partners with the community to drive equitable development, economic mobility, and improve outcomes for children, residents, and families of the South Dallas community.*4/1/24*5 hrs per mnth/0 Trade

Exams

• S66 Uniform Combined State Law Examination
  2001-03-01