Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| MI | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
21500 Haggerty Rd. Suite 150, Northville, MI 48167 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Northville | MI | 05/2007 | 01/2018 |
| Raymond James Financial Services, Inc. | Northville | MI | 01/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Northville | MI | 02/2018 | Present |
| Waldo Wealth Partners Llc | Northville | MI | 03/2018 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 09/2023 | Present |
Name of Business : Waldo Wealth Partners LLC Address: NORTHVILE, MI Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 03/06/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Financial Advisory. NewEdge Advisors, LLC- -DBA Waldo Wealth Partners {RIA} - Investment Related - Investment Advisor Representative - 09/2023 - at reported business location. 3. Insurance Producer - Life and Health and Variable Annutiies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-27 |
Reach out to this advisor