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Christopher Paul Peter Grellas

Newedge Advisors

New Orleans, LA

Gold River, CA

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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-13
CA RA APPROVED 2024-04-10
  • TX RA
    APPROVED
    Since 2024-11-13
  • CA RA
    APPROVED
    Since 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

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
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
  • 06/2015 → 04/2024
    Allworth Financial, Lp
    Sacramento, CA
  • 11/2021 → 04/2024
    Aw Securities
    Sacramento, CA
  • 04/2024 → Present
    Newedge Advisors, Llc.
    New Orleans, LA
Previous Registrations
Other Businesses

ProsperPlan dba NewEdge Advisors, LLC business; Investment Related - Investment Advisor Representative - Start: 04/2024 - at reported business location.

Designations
Other Names
  • Christopher Grellas

View on SEC IAPD

Other Firms

MONTZ HARCUS WEALTH MANAGEMENT
BEACON POINTE ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
ARKADIOS WEALTH ADVISORS
ADG WEALTH MANAGEMENT GROUP, LLC

Other Investors

CHRISTINE CHAMPAGNE MONTZ
JOSEPH CHARLES MONTZ
Morell S Crane
Bennett Lyle Duffy
ALEXANDER BRUCE HARCUS
Mary Elizabeth Brown
RONALD H. DAWSON, JR.
Jessica Leigh Marasco

Other Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

More in New Orleans, LA

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