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Stephen Nicholas Cherewaty

Newedge Advisors

Beaumont, TX

New Orleans, LA

CRD 8297701

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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
TX RA APPROVED 2026-06-22
  • TX RA
    APPROVED
    Since 2026-06-22

Branch Locations

2 Acadiana Court, Beaumont, TX 77706 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Signtag Corporation Puyallup WA 10/2021 05/2026
Northwest Innovation Resource Center Bellingham WA 12/2018 10/2021
Bureau Veritas North America Renton WA 07/2017 12/2018
Unemployed Everett WA 02/2017 07/2017
Blue Origin Kent WA 04/2015 02/2017
Newedge Advisors, Llc New Orleans LA 06/2026 Present
  • 10/2021 → 05/2026
    Signtag Corporation
    Puyallup, WA
  • 12/2018 → 10/2021
    Northwest Innovation Resource Center
    Bellingham, WA
  • 07/2017 → 12/2018
    Bureau Veritas North America
    Renton, WA
  • 02/2017 → 07/2017
    Unemployed
    Everett, WA
  • 04/2015 → 02/2017
    Blue Origin
    Kent, WA
  • 06/2026 → Present
    Newedge Advisors, Llc
    New Orleans, LA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-27
  • S65 Uniform Investment Adviser Law Examination
    2026-05-27
Other Names
  • Steve Cherewaty

View on SEC IAPD

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