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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 |
Branch Locations
751 Cool Springs Blvd, Suite 200, Franklin, TN 37067 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Franklin | TN | 05/2014 | 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 |
Other Business Activities; Notary; This is for a Notary certification. I have no intention to charge for notary services. This is more so for in office use if a client needs an Ameriprise Certificate of Trust, estate documents, etc. notarized. ; 751 Cool Spring Blvd., , Franklin, TN, 37067; Not Investment-Related; 11/01/2025; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-26 |
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