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Stephen Andrew Coopersmith

Newedge Advisors

New Orleans, LA

Exeter, NH

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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-14
NH RA APPROVED 2021-11-01
  • FL RA
    APPROVED
    Since 2025-01-14
  • NH RA
    APPROVED
    Since 2021-11-01

Branch Locations

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

2 Franklin Street, Exeter, NH 03833 • 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
Newday Solutions, Llc Hampton NH 01/2016 09/2019
Mid Atlantic Financial Management, Inc. Pittsburgh PA 09/2019 11/2021
Newedge Advisors, Llc New Orleans LA 11/2021 Present
  • 01/2016 → 09/2019
    Newday Solutions, Llc
    Hampton, NH
  • 09/2019 → 11/2021
    Mid Atlantic Financial Management, Inc.
    Pittsburgh, PA
  • 11/2021 → Present
    Newedge Advisors, Llc
    New Orleans, LA
Previous Registrations
  • 2019-09-25 → 2021-11-01
    Mid Atlantic Financial Management, Inc.
    Hampton, NH
    Pittsburgh, PA
    Exeter, NH
  • 2016-01-09 → 2020-10-01
    Newday Solutions, Llc
    Hampton, NH
  • 2013-12-11 → 2016-01-20
    Ameriprise Financial Services, Llc
    Hampton, NH
Other Businesses

1. Mr. Coopersmith conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Crescent Wealth Partners. Mr. Coopersmith is an investment advisor representative and devotes 160 hours per month to this activity during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-11
  • S66 Uniform Combined State Law Examination
    2013-12-11
Designations

View on SEC IAPD

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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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