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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 |
|---|---|---|---|
| OK | RA | APPROVED | 2025-10-06 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
7134 S Yale Ave, Suite 420, Tulsa, OK 74136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Tulsa | OK | 01/2009 | 05/2018 |
| Morgan Stanley | Tulsa | OK | 05/2018 | 03/2022 |
| Ubs Financial Service Inc | Tulsa | OK | 03/2022 | 10/2025 |
| Newedge Securities, Llc | Pittsburgh | PA | 10/2025 | Present |
| Newedge Advisors | New Orleans | LA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-19 |
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