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Scott Davis Woodward

Newedge Advisors

New Orleans, LA

Atlanta, GA

CRD 4683624

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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:

Current Employers
Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-10-23
LA RA APPROVED 2025-10-23
TX RA APPROVED 2025-10-22
  • GA RA
    APPROVED
    Since 2025-10-23
  • LA RA
    APPROVED
    Since 2025-10-23
  • TX RA
    APPROVED
    Since 2025-10-22

Branch Locations

858 Camp Street, New Orleans, LA 70130 • United States

121 Perimeter Center West, 2Nd Floor, Atlanta, GA 30346 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Georgia Athens GA 08/1999 10/2025
Massmutual Life Insurance Co Atlanta GA 07/2003 10/2025
Mml Investors Services, Llc Atlanta GA 07/2003 10/2025
Newedge Securities Llc Pittsburgh PA 10/2025 Present
Newedge Advisors New Orlenas LA 10/2025 Present
  • 08/1999 → 10/2025
    University Of Georgia
    Athens, GA
  • 07/2003 → 10/2025
    Massmutual Life Insurance Co
    Atlanta, GA
  • 07/2003 → 10/2025
    Atlanta, GA
  • 10/2025 → Present
    Newedge Securities Llc
    Pittsburgh, PA
  • 10/2025 → Present
    New Orlenas, LA
Previous Registrations
  • 2006-05-18 → 2025-10-24
    Peachtree City, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-04-25
S63 Uniform Securities Agent State Law Examination 2003-07-25
  • S65 Uniform Investment Adviser Law Examination
    2006-04-25
  • S63 Uniform Securities Agent State Law Examination
    2003-07-25

View on SEC IAPD

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