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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2026-01-23 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
751 Cool Springs Blvd, Ste 200, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Franklin | TN | 05/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Franklin | TN | 03/2020 | 01/2026 |
| Newedge Securities, Llc | Pittsburgh | PA | 01/2026 | Present |
| Newedge Advisors | New Orleans | LA | 01/2026 | Present |
1. NewEdge Advisors, LLC - DBA ClearTrust Wealth Advisors; Investment related; Franklin, TN; Start date 01/2026; 160 total hours; 160 trading hours; Investment Advisor Representative 2. NewEdge Securities, LLC - DBA ClearTrust Wealth Advisors; Investment related; Franklin, TN; Start date 01/2026; 160 total hours; 160 trading hours; Registered Representative 3. Self-Employed; Not Investment Related; Franklin, TN; Insurance; licensed insurance agent; 1/2005; 1 total hrs; 1 trading hrs; recommending and providing fixed insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-12 |
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