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Brandon Bastuba

Newedge Advisors

New Orleans, LA

Huntersville, NC

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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-08-25
  • NC RA
    APPROVED
    Since 2026-08-25

Branch Locations

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

Huntersville, NC • 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
Assetmark Brokerage, Llc Charlotte NC 08/2014 11/2021
Assetmark Financial, Inc. Charlotte NC 08/2014 11/2021
Brinker Capital Securities Berwyn PA 11/2021 09/2022
Orion Portfolio Solutions, Llc Omaha NE 11/2021 09/2022
Intelliflo Charlotte NC 01/2023 07/2025
Pacific Financial Group, Inc. Nashville TN 07/2025 04/2026
Unemployed Charlotte NC 09/2022 01/2023
Newedge Securities Llc Pittsburgh PA 08/2026 Present
Newedge Wealth Stamford CT 11/2025 Present
  • 08/2014 → 11/2021
    Assetmark Brokerage, Llc
    Charlotte, NC
  • 08/2014 → 11/2021
    Assetmark Financial, Inc.
    Charlotte, NC
  • 11/2021 → 09/2022
    Brinker Capital Securities
    Berwyn, PA
  • 11/2021 → 09/2022
    Orion Portfolio Solutions, Llc
    Omaha, NE
  • 01/2023 → 07/2025
    Intelliflo
    Charlotte, NC
  • 07/2025 → 04/2026
    Pacific Financial Group, Inc.
    Nashville, TN
  • 09/2022 → 01/2023
    Unemployed
    Charlotte, NC
  • 08/2026 → Present
    Newedge Securities Llc
    Pittsburgh, PA
  • 11/2025 → Present
    Newedge Wealth
    Stamford, CT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-29
  • S66 Uniform Combined State Law Examination
    2007-08-29
Designations
Other Names
  • Brandon Bastuba
  • Brandon Robert Bastuba

View on SEC IAPD

Other Firms

MONTZ HARCUS WEALTH MANAGEMENT
BEACON POINTE ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
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

More in New Orleans, LA

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