Ingrid Linda Roosild

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

• 05/2014 → Present
  Mid Atlantic Capital Corporation
  Albuquerque, NM
• 05/2014 → Present
  Mid Atlantic Financial Management, Inc.
  Pittsburgh, PA
• 11/2021 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2014-05-30 → 2021-11-01
  Mid Atlantic Financial Management, Inc.
  Albuquerque, NM
  Pittsburgh, PA
• 2006-06-30 → 2014-06-27
  Ameritas Investment Company, Llc
  Albuquerque, NM
• 2003-01-27 → 2006-06-30
  Carillon Investments, Inc.
  Albuquerque, NM
  Albuquerque, NM
• 2001-08-27 → 2002-11-22
  Equitable Advisors, Llc
  Albuquerque, NM

Other Businesses

1)WATERS & ROOSILD, LLC, DBA KIVI FINANCIAL GROUP~INVESTMENT RELATED~8205 SPAIN RD NE, STE 115, ALBUQUERQUE, NM 87109~RECEIVES ALL COMMISSIONS AND FEES FROM FINANCIAL SERVICES SALES~100% OWNER~JANUARY 2005~12HRS PER MONTH~10HRS PER MONTH DURING MARKET~ALL DUTIES AND RESPONSIBILITIES RELATED TO THE SALE OF FINANCIAL PRODUCTS, BOOKKEEPING, MANAGEMENT OF BUSINESS FINANCES, SUPERVISION OF EMPLOYEES - - - - - - - - - - 2)NEUTRAL FINANCIAL SPECIALIST~NON INVESTMENT RELATED~8205 SPAIN RD NE, STE 115, ALBUQUERQUE, NM 87109~COLLABORATIVE DIVORCE PROCESS~FINANCIAL COACH~MAY 2005~15HRS PER MONTH~10HRS PER MONTH DURING MARKET~EDUCATE CLIENTS & ATTORNEYS & COLLECT/ORGANIZE FINANCIAL INFORMATION - - - - - - - - 3)TRUSTEE OF TRUST THAT OWNS MULTIPLE PROPERTIES~NON INVESTMENT RELATED~PLACITAS, NM 87043~RENTAL PROPERTY~OWNER~APRIL 2011~1HR PER MONTH~0HRS PER MONTH DURING MARKET~PROPERTY MANAGEMENT AND COLLECTION OF RENT 4) Kivi Insurance Group LLC...Investment Related...Albuquerque, NM 87109....Fixed Insurance sales: life, health, fixed annuities, disability, long term care...Partner...1/1/22 start date...10per month...5 hours per month during market...Manage staff with new product sales and client service 5)Kivi Studios LLC*No Invest*Taos, NM*Owner*Commercial Real Estate*7/1/23*5 Per mnth*Collect rent from tenants, pay mortgage and expenses 6)NewEdge Advisors*Yes Invest*Albuquerque, NM *Investment Advisor*1/1/03*Investment management, financial planning, client meetings*80 hrs week*

Exams

• S66 Uniform Combined State Law Examination
  2001-07-24

Other Names

• Ingrid Linda Rooslid