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Cassandra Smith

Newedge Advisors

New Orleans, LA

Conover, NC

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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-16
  • NC RA
    APPROVED
    Since 2026-07-16

Branch Locations

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

407 1St St E, Conover, NC 28613 • 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
Newedge Advisors, Llc New Orleans LA 04/2026 Present
Dean Financial, Llc Hickory NC 09/2022 03/2026
Planet Fitness Hickory NC 05/2017 09/2022
Family Video Hickory NC 07/2013 05/2017
  • 04/2026 → Present
    Newedge Advisors, Llc
    New Orleans, LA
  • 09/2022 → 03/2026
    Dean Financial, Llc
    Hickory, NC
  • 05/2017 → 09/2022
    Planet Fitness
    Hickory, NC
  • 07/2013 → 05/2017
    Family Video
    Hickory, NC
Other Businesses

NewEdge Advisors, LLC - DBA Stoic Private Wealth; Investment Related; At Reported Business Location; Start date: 07/2026; 160 hours total; 160 hours during trading; Investment Advisor Representative

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-27
  • S65 Uniform Investment Adviser Law Examination
    2026-06-27
Other Names
  • Casey Smith

View on SEC IAPD

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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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