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Robert Edgar Smith

Newedge Advisors

Covington, LA

New Orleans, LA

CRD 6063600

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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
NE RA APPROVED 2026-04-27
LA RA APPROVED 2026-04-24
TX RA APPROVED 2026-04-24
  • NE RA
    APPROVED
    Since 2026-04-27
  • LA RA
    APPROVED
    Since 2026-04-24
  • TX RA
    APPROVED
    Since 2026-04-24

Branch Locations

22442 Hwy 1084, Covington, LA 70435 • United States

858 Camp Street, New Orleans, LA 70130 • 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
Edward Jones St Louis MO 05/2012 04/2026
Newedge Securities Llc Pittsburgh PA 04/2026 Present
Newedge Advisors New Orleans LA 04/2026 Present
  • 05/2012 → 04/2026
    Edward Jones
    St Louis, MO
  • 04/2026 → Present
    Newedge Securities Llc
    Pittsburgh, PA
  • 04/2026 → Present
    Newedge Advisors
    New Orleans, LA
Previous Registrations
  • 2012-08-09 → 2026-03-24
    Edward Jones
    Covington, LA
    Mandeville, LA
    Covington, LA
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-06
  • S66 Uniform Combined State Law Examination
    2012-07-06
Other Names
  • Robert Edgar Smith

View on SEC IAPD

Nearby Firms

PELICAN ADVISORY LLC
EDWARD JONES
LPL FINANCIAL LLC

Nearby Investors

MATTHEW EDWIN GREENE
Gabriel Martin
Jack Branch

Nearby Offices

PELICAN ADVISORY LLC · COVINGTON, LA
EDWARD JONES · COVINGTON, LA
LPL FINANCIAL LLC · COVINGTON, LA

More in Covington, LA

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