Perry Blaze Frey

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

• 09/2015 → 05/2023
  Ahrens Investment Partners, Llc
  Lafayette, LA
• 09/2015 → 05/2023
  Purshe Kaplan Sterling Investments
  Albany, NY
• 05/2023 → Present
  Newedge Securities Inc
  Pittsburgh, PA
• 05/2023 → Present
  Newedge Advisors
  New Orleans, LA

Previous Registrations

• 2015-09-08 → 2023-05-05
  Ahrens Investment Partners, Llc
  Lafayette, LA
• 2009-09-08 → 2015-09-15
  Lpl Financial Llc
  Lafayette, LA
• 2009-04-07 → 2009-09-08
  Mutual Service Corporation
  Lafayette, LA
  Lafayette, LA

Other Businesses

1. Insurance Sales*No Invest*Lafayette La*Insurance Sales and Service*Life, Health, Disability, Fixed Annuities and Supplement Plans.. Long Term Care*6/26/90*20 Per mnth/10 during trade*Sales and service.. Processing applications..Quoting insurance plans and processing service forms etc. 2.New Edge Advisory Services*Yes Invest*Lafayette La*Advisor Representative*Investment Advisory*5/4/23*120 per mnth/120 trade*Investment advisory services including making trades, positioning portfolios and managing investment income 3.Coastal Capital Advisors*Yes Invest*Lafayette La*Investment Advisor Rep*Investment Advisor Services*5/4/23*120 Per mnth/120 trade*Investment advisory services including managing equity fixed and bond investment accounts 4.B&Q LLC*No Invest*Eunice La*Owner*Family Fram*11/2/09*1 Hr per Mnth/0Trade*Occasionally review farm operations 5.Frey Land Management LLC*No Invest*Eunice La *Owner*Property owner*1/2/12*1 Per Mnth/0Trade*Oversee operations of property mostly farm land

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-19
• S63 Uniform Securities Agent State Law Examination
  2011-08-12