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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2023-05-01 |
Branch Locations
117 E. Main Street, Suite 203, Northville, MI 48167 • 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 |
|---|---|---|---|---|
| Raymond James And Associates | Northville | MI | 01/2013 | 05/2023 |
| Newedge Securities Inc. | Pittsburgh | PA | 05/2023 | Present |
| Newedge Advisors | New Orleans | LA | 05/2023 | Present |
1. Willerer Wealth Management LLC*Yes Invest*northville MI*pass-through llc for dba revenue*5/23*Financial Advisor / Managing Partner*10 Hrs /10 Hrs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-06 |
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