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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
TN RA APPROVED 2026-01-23
  • TN RA
    APPROVED
    Since 2026-01-23

Branch Locations

751 Cool Springs Blvd, Suite 200, Franklin, TN 37067 • 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
Mississippi State University Starkville MS 08/2017 04/2021
Mississippi State University Starkville MS 08/2020 01/2021
Johnnys New York Pizza Kennesaw GA 05/2016 07/2017
Parking Management Company Nashville TN 05/2019 08/2019
Professional Employment Group St Louis MO 08/2021 04/2022
Edward Jones St. Louis MO 04/2022 09/2023
Unemployed Acworth GA 05/2021 07/2021
Ameriprise Financial Services, Llc Franklin TN 09/2023 01/2026
Newedge Securities Llc Pittsburgh PA 01/2026 Present
Newedge Advisors New Orleans LA 01/2026 Present
  • 08/2017 → 04/2021
    Mississippi State University
    Starkville, MS
  • 08/2020 → 01/2021
    Mississippi State University
    Starkville, MS
  • 05/2016 → 07/2017
    Johnnys New York Pizza
    Kennesaw, GA
  • 05/2019 → 08/2019
    Parking Management Company
    Nashville, TN
  • 08/2021 → 04/2022
    Professional Employment Group
    St Louis, MO
  • 04/2022 → 09/2023
    St. Louis, MO
  • 05/2021 → 07/2021
    Unemployed
    Acworth, GA
  • 09/2023 → 01/2026
    Franklin, TN
  • 01/2026 → Present
    Newedge Securities Llc
    Pittsburgh, PA
  • 01/2026 → Present
    New Orleans, LA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-03
  • S66 Uniform Combined State Law Examination
    2023-07-03
Designations
  • Certified Financial Planner

View on SEC IAPD

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