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Newedge Advisors CRD 171351
$43.2B regulatory AUM 122 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-01-05 |
| CT | RA | APPROVED | 2022-04-05 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Hamden | CT | 04/2005 | 04/2022 |
| Tiaa | Hamden | CT | 04/2005 | 04/2022 |
| Newedge Advisors Llc | New Orleans | LA | 04/2022 | Present |
| Newedge Securities, Inc | Pittsburgh | PA | 04/2022 | Present |
1. Radiant Wealth Management - DBA for investment advisory business through NewEdge Advisors, LLC*Yes Invest*North Haven, CT*Partner/Wealth Management Advisor*Conduct business as an investment advisor representative I provide investment advisory services and advice*4/1/22*160 Per Mnth*8 During Trade*Provide financial planning in investment advisory services to our clients 2.Office of the Secretary of the State - Notary Public*No Invest*18 Sunset Drivie*Notary Public*8/31/23*1 Hr per mnth/1Hr Trade*I periodically act as an official appointed by the state to serve as an impartial witness to the signing of important documents, to administer oaths, and to perform other acts varying by jurisdiction, such as verifying the authenticity of signatures.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-14 |
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