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Adam Joseph Baczkiewicz

Newedge Advisors

New Orleans, LA

Okemos, MI

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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-12-15
  • MI RA
    APPROVED
    Since 2025-12-15

Branch Locations

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

4650 Moore Street, Okemos, MI 48864 • 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
Equanimity Wealth Management Okemos MI 10/2024 04/2025
Rabo Agrifinance Chesterfield MO 01/2016 10/2024
Cwm, Llc Omaha NE 04/2025 12/2025
Equanimity Wealth Management Okemos MI 04/2025 Present
Newedge Advisors, Llc New Orleans LA 12/2025 Present
  • 10/2024 → 04/2025
    Equanimity Wealth Management
    Okemos, MI
  • 01/2016 → 10/2024
    Rabo Agrifinance
    Chesterfield, MO
  • 04/2025 → 12/2025
    Cwm, Llc
    Omaha, NE
  • 04/2025 → Present
    Equanimity Wealth Management
    Okemos, MI
  • 12/2025 → Present
    Newedge Advisors, Llc
    New Orleans, LA
Previous Registrations
  • 2025-04-07 → 2025-12-15
    Cwm, Llc
    Omaha, NE
    Okemos, MI
Other Businesses

1. NewEdge Advisors, dba Equanimity Wealth Management; Investment Related; Okemos, MI; 12/15/2025; 160 total hours; 160 trading hours; Investment Advisor Representative 2. Uber; Non-Investment Related; San Francisco, California; Ride Sharing; Driver; 11/01/2017; 50 total hours; 0 trading hours; Transportation services

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-31
  • S65 Uniform Investment Adviser Law Examination
    2025-03-31
Other Names
  • Adam Baczkiewicz

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

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