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Andrew Joseph Koris

Newedge Advisors

New Orleans, LA

New York, NY

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Current Employers
Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-10-31
  • NY RA
    APPROVED
    Since 2023-10-31

Branch Locations

858 Camp Street, New Orleans, LA 70130 • United States

1185 Avenue Of Americas 3Rd Floor, New York, NY 10036 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley New York NY 11/2012 12/2016
Morgan Stanley Private Bank, National Association New York NY 01/2015 12/2016
Oppenheimer & Co. Inc. New York NY 12/2016 10/2023
Newedge Advisors, Llc. New Orleans LA 10/2023 Present
  • 11/2012 → 12/2016
    Morgan Stanley
    New York, NY
  • 01/2015 → 12/2016
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 12/2016 → 10/2023
    Oppenheimer & Co. Inc.
    New York, NY
  • 10/2023 → Present
    Newedge Advisors, Llc.
    New Orleans, LA
Previous Registrations
Other Businesses

NewEdge Advisors, LLC. dba Pointcrest Wealth Management - Investment Related- Investment Advisor Representative - at reported business locaiton.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-16
  • S66 Uniform Combined State Law Examination
    2013-04-16

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
ARKADIOS WEALTH ADVISORS
ADG WEALTH MANAGEMENT GROUP, LLC

Other Investors

CHRISTINE CHAMPAGNE MONTZ
JOSEPH CHARLES MONTZ
Morell S Crane
Bennett Lyle Duffy
ALEXANDER BRUCE HARCUS
Mary Elizabeth Brown
RONALD H. DAWSON, JR.
Jessica Leigh Marasco

Other Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

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