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Melissa Lee Herbert

Newedge Advisors

New Orleans, LA

Lawrence, MA

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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-09
  • MA RA
    APPROVED
    Since 2026-07-09

Branch Locations

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

Lawrence, MA • 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
Raymond James & Associates, Inc. Saint Petersburg FL 06/2019 10/2021
Dla Piper Tampa FL 11/2017 04/2018
Dtcc Tampa FL 06/2017 08/2017
National Grid Waltham MA 06/2016 01/2017
University Of Tampa Tampa FL 08/2014 05/2019
Jefferies Llc New York NY 10/2021 08/2022
Tiaa Andover MA 05/2023 06/2025
Tiaa-Cref Individual & Institutional Services, Llc Andover MA 05/2023 06/2025
Mohanty Gargiulo Llc New York NY 11/2022 02/2023
Wamesit Lanes Tewksbury MA 03/2023 03/2025
Wells Fargo Advisors Financial Network, Llc Bethesda MD 07/2025 07/2026
Newedge Advisors, Llc New Orleans LA 07/2026 Present
  • 06/2019 → 10/2021
    Raymond James & Associates, Inc.
    Saint Petersburg, FL
  • 11/2017 → 04/2018
    Dla Piper
    Tampa, FL
  • 06/2017 → 08/2017
    Dtcc
    Tampa, FL
  • 06/2016 → 01/2017
    National Grid
    Waltham, MA
  • 08/2014 → 05/2019
    University Of Tampa
    Tampa, FL
  • 10/2021 → 08/2022
    Jefferies Llc
    New York, NY
  • 05/2023 → 06/2025
    Tiaa
    Andover, MA
  • 05/2023 → 06/2025
    Andover, MA
  • 11/2022 → 02/2023
    Mohanty Gargiulo Llc
    New York, NY
  • 03/2023 → 03/2025
    Wamesit Lanes
    Tewksbury, MA
  • 07/2025 → 07/2026
    Bethesda, MD
  • 07/2026 → Present
    Newedge Advisors, Llc
    New Orleans, LA
Previous Registrations
Other Businesses

NewEdge Advisors, LLC - DBA Tenured Advisors; Investment Related; Lawrence, MA; Start Date: 07/2026; 160 total hours; 160 trading hours; Investment Advisor Representative

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-11
S63 Uniform Securities Agent State Law Examination 2020-12-15
  • S66 Uniform Combined State Law Examination
    2023-07-11
  • S63 Uniform Securities Agent State Law Examination
    2020-12-15
Designations
Other Names
  • Melissa Lee Herbert
  • Melissa L Herbert
  • Melissa Herbert

View on SEC IAPD

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