Craig Shiell Wroten

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

• 09/1999 → 11/2022
  Edward Jones
  St. Louis, MO
• 02/2023 → 04/2026
  Lpl Financial Llc
  Metairie, LA
• 02/2023 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2007-01-12 → 2022-12-07
  Edward Jones
  Elmwood, LA

Other Businesses

01/24/2023 - Musical Performer - Self Employed - Non-Inv Rel - Harahan, LA -Start: 01/2023 2/15/2023 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 01/18/2023 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 1/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2/5/2023 - NewEdge Advisors, LLC - DBA: Guardian Wealth Management Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 01/18/2023 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-01-28

Designations

• Certified Financial Planner