William Isaac Mckinnon

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

• 07/2015 → 05/2021
  Middle/High School Student
  Saint Simons Island, GA
• 05/2018 → 08/2018
  Bennie's Red Barn
  Saint Simons Island, GA
• 08/2021 → 05/2025
  Georgia College & State University
  Milledgeville, GA
• 05/2019 → 08/2024
  Sunset Slush Of Ssi
  Saint Simons Island, GA
• 03/2025 → 07/2025
  Newedge Advisors, Llc
  New Orleans, LA
• 07/2025 → Present
  Newedge Advisors, Llc
  New Orleans, LA

Other Businesses

Mr. McKinnon conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Streamline Wealth. Mr. McKinnon is a Wealth Management Associate and devotes 160 hours per month to this activity during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-29

Other Names

• Will Mckinnon