Meaghan Elizabeth Ives

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → 12/2025
  Atlas Financial Strategies
  Pensacola, FL
• 04/2014 → 06/2019
  Mainstay Financial Group
  Pensacola, FL
• 02/2020 → 12/2025
  Nylife Securities Llc
  Pensacola, FL
• 05/2022 → 12/2025
  Eagle Strategies Llc
  Pensacola, FL
• 01/2026 → Present
  Newedge Advisors, Llc
  New Orleans, LA

Previous Registrations

• 2022-06-02 → 2026-01-15
  Eagle Strategies Llc
  Pensacola, FL

Other Businesses

1. [Notary Public; Notarize clients documents when required. I do not notarize anything outside of work duties.; no business address for my notary license.; Start Date 08/2022; Role/Title: Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] 2. NewEdge Advisors, LLC - DBA Parion Wealth; Investment related; Pensacola, FL; Start date 1/2026; 160 total hours; 160 trading hours; Registered Admin

Exams

• S66 Uniform Combined State Law Examination
  2022-02-05