Stephen Matthew Berenson

Current Employers

Employment History

• 04/2019 → 10/2022
  Wells Fargo Clearing Services, Llc
  Orland Park, IL
• 09/2014 → 03/2019
  Cooper'S Hawk Winery & Restaurant
  Downers Grove, IL
• 10/2022 → Present
  Newedge Securities, Inc
  Pittsburgh, PA
• 10/2022 → Present
  Newedge Advisors
  New Orleans, LA

Previous Registrations

• 2019-08-09 → 2022-11-09
  Wells Fargo Clearing Services, Llc
  Orland Park, IL

Other Businesses

1. New Edge Advisors*Mokena, IL *Registered Investment Advisor*Yes Invest*10/31/22*Managing Partner*Investment advice, portfolio management, and financial planning*30 Hrs per mnth 2. RL Tax and Bookkeeping, LLC*No Invest*Mokena, IL *Tax accounting and maybe bookkeeping in the future.*6/1/2025*Managing Partner*Operations*20 Hrs/20 Non trade 3. Fixed Insurance*Yes Invest*Mokena, IL*Insurance*11/9/25*Managing Partner*Advisor*0 Hr Trade/1 Non trade 4.Fixed Annuity*Yes Invest*Mokena, IL *Insurance*4/24/26*Managing Partner*Financial Advisor*1 Hr trade/0 Non trade 5. How to Feel Heard, Seen, and Supported in your Financial Life*No Inves*Mokena, IL *Book sales*4/4/26*Managing Partner*Author*0 Hrs trade/1 non trade

Exams

• S66 Uniform Combined State Law Examination
  2019-08-09

Other Names

• Stephen Berenson