Greg Leslie Mcmullen

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

• 08/2012 → Present
  Mid Atlantic Capital Corporation
  Newburg, PA
• 08/2012 → Present
  Mid Atlantic Financial Management, Inc.
  Pittsburgh, PA
• 11/2021 → Present
  Newedge Advisors, Llc
  New Orleans, LA

Previous Registrations

• 2012-08-28 → 2021-11-01
  Mid Atlantic Financial Management, Inc.
  Shippensburg, PA
  Newburg, PA
  Pittsburgh, PA
• 2010-12-16 → 2012-08-28
  Brokersxpress Llc
  Shippensburg, PA
  Newburg, PA
  Chicago, IL
  Shippensburg, PA
  Shippensburg, PA

Other Businesses

1)PENNSYLVANIA INTERSCHOLASTIC ATHLETIC ASSOCIATION~NON INVESTMENT RELATED~550 GETTYSBURGH ROAD, MECHANICSBURG, PA 17055~OFFICIATING~BASKETBALL OFFICIAL~NOVEMBER 2017~16HRS PER MONTH~0HRS PER MONTH DURING MARKET~OFFICIATE HIGH SCHOOL AND CLUB BASKETBALL EVENTS - - - - - - - - - - - - - 2..McMullen Wealth & Retirement Management*Yes Invest*Newburg, PA*President*Investment management*7/17/23*

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-04-05
• S63 Uniform Securities Agent State Law Examination
  1993-09-15

Other Names

• Gregory Leslie Mcmullen