Brittany Louise Shaker

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

• 06/2008 → 12/2016
  Ameriprise Financial Services, Inc.
  New Castle, PA
• 01/2015 → Present
  B Mcfarland Inc.
  New Castle, PA
• 10/2016 → Present
  Tempus Advisory Group
  New Castle, PA
• 12/2016 → Present
  Mid Atlantic Financial Management, Inc.
  Pittsburgh, PA
• 11/2021 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2016-12-16 → 2021-11-01
  Mid Atlantic Financial Management, Inc.
  New Castle, PA
  Pittsburgh, PA
• 2008-08-14 → 2016-12-19
  Ameriprise Financial Services, Llc
  New Wilmington, PA
  New Castle, PA

Other Businesses

1. Ms. Shaker conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Tempus Advisory Group. Ms. Shaker is an investment advisor representative and devotes 160 hours per month to this activity during trading hours. 2. Ms. Shaker is a licensed insurance agent/broker. She may offer insurance products and receive customary fees as a result of insurance sales. A conflict of interest may arise as these insurance sales may create an incentive to recommend products based on the compensation earned. To mitigate this potential conflict, Ms. Shaker, as a fiduciary, will act in the client's best interest.

Exams

• S66 Uniform Combined State Law Examination
  2008-08-13

Designations

• Certified Financial Planner

Other Names

• Brittany Louise Mc Farland
• Brittany Louise Mc Farland
• Brittany Louise Jorgensen