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Cory Francis Fruge

Newedge Advisors

New Orleans, LA

Lafayette, LA

CRD 6483663

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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
LA RA APPROVED 2023-05-05
  • LA RA
    APPROVED
    Since 2023-05-05

Branch Locations

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

412 Settlers Trace Blvd., Lafayette, LA 70508 • 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
Ahrens Investment Partners, Llc Lafayette LA 06/2016 Present
Delta Air Lines Atlanta GA 03/1998 Present
Newedge Advisors, Llc. New Orleans LA 05/2023 Present
  • 06/2016 → Present
    Ahrens Investment Partners, Llc
    Lafayette, LA
  • 03/1998 → Present
    Delta Air Lines
    Atlanta, GA
  • 05/2023 → Present
    Newedge Advisors, Llc.
    New Orleans, LA
Previous Registrations
  • 2016-07-05 → 2023-05-05
    Ahrens Investment Partners, Llc
    Lafayette, LA
Other Businesses

1) Since 3/5/1998, have been a pilot for Delta Airlines, located at 130 Delta Blvd. Atlanta, GA 30354. Devote approximately 80 hours per month to this business; time during security trading hours will vary. 2)Since 1/1/2012, owner of flying C Ranch, a hay farm located at 1268 Gravot Rd. Iota, LA 70543. Devote approximately 20 hours per month to this business; none of the time during security trading hours. 3) NewEdge Advisors, LLC. DBA Coastal Capital Advisors; 412 Settlers Trace Blvd. Lafayette LA; Promoter; Start: 05/2023

Other Names
  • Cory F. Fruge

View on SEC IAPD

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