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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-30 |
| TX | RA | APPROVED_RES | 2021-10-25 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
1185 Avenue Of Americas 3Rd Floor, New York, NY 10036 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 10/2004 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 10/2004 | 10/2021 |
| Newedge Advisors, Llc | New Orleans | LA | 10/2021 | Present |
1). Periscope Wealth Management - DBA: NewEdge Advisors LLC - Investment Related - At Reported Business Location(s)-Registered Investment Adviser DBA- Registered Investment Advisor Representative - Started 10/25/2021 - 100% time spent on this activity. 2). MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NewEdge Advisors, LLC FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-25 |
| S66 | Uniform Combined State Law Examination | 2005-02-14 |
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