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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-13 |
| CA | RA | APPROVED | 2024-04-10 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
2377 Gold Meadow Way Suite 100, Gold River, CA 95670 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allworth Financial, Lp | Sacramento | CA | 06/2015 | 04/2024 |
| Aw Securities | Sacramento | CA | 11/2021 | 04/2024 |
| Newedge Advisors, Llc. | New Orleans | LA | 04/2024 | Present |
ProsperPlan dba NewEdge Advisors, LLC business; Investment Related - Investment Advisor Representative - Start: 04/2024 - at reported business location.
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