Carl Brian Coolidge

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

• 06/2002 → 10/2023
  Massmutual Life Insurance Co
  St. Simons Island, GA
• 01/2003 → 10/2023
  Mml Investors Services, Llc
  St. Simons Island, GA
• 10/2023 → Present
  Lpl Financial Llc
  St. Simons Island, GA
• 10/2023 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2003-02-13 → 2023-11-01
  Mml Investors Services, Llc
  St. Simons Island, GA
  Brunswick, GA

Other Businesses

1) 10/30/2023- Finbene, LLC- Business Entity For Tax/Investment Purposes Only- Inv. Related- Simons Island, GA- start date 2/16/2004- 0hrs 2) 10/30/2023 - Jacobs, Coolidge & Company, LLC - DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s) 3) 10/30/2023- Clayco, LLC- Real Estate Rental- property owner- inv. related- St Simons Island, GA - start date 9/18/2001- 3hrs/mth 4) 10/30/2023- 3-C, LLC- Real Estate Rental- property owner- inv. related- St Simons Island, GA - start date 5/1/2006- 1hr/mth 5) 10/30/2023- Duster, LLC - Business Entity For Tax/Investment Purposes Only- Inv. Related- St. Simons Island, GA- start date 6/1/2006- 0hrs 6) 11/10/2023 - NewEdge Advisors, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 11/1/2023 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 11/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-12
• S63 Uniform Securities Agent State Law Examination
  1997-10-04

Other Names

• Carl Brian Coolidge