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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2026-07-23 |
Branch Locations
8702 Jefferson Highway Suite B, Baton Rouge, LA 70809 • 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 |
|---|---|---|---|---|
| Student | Baton Rouge | LA | 08/2015 | 12/2024 |
| Lpl Financial | Baton Rouge | LA | 05/2023 | Present |
| Newedge Advisors, Llc | New Orleans | LA | 05/2023 | 07/2026 |
| Newedge Advisors, Llc | New Orleans | LA | 07/2026 | Present |
1. 08/2025 - Oak Capital Private Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 8 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 8/14/2025 2. NewEdge Advisors, LLC - DBA Oak Capital Private Wealth; Investment related; Baton Rouge, LA; Start date 07/2026; 160 total hours; 160 trading hours; Investment Advisor Representative 3. Brady Hurdle Planting & Livestock, LLC; Not Investment Related; Rosedale, LA; Agricultural (Planting & Livestock); Clerk; 12/2025; 3 total hrs; 0 trading hrs; file paperwork and administrative tasks
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-12 |
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