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Stuart Tracy Winfree

Newedge Advisors

New Orleans, LA

Jacksonville, FL

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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-13
TX RA APPROVED 2025-11-10
  • FL RA
    APPROVED
    Since 2025-11-13
  • TX RA
    APPROVED
    Since 2025-11-10

Branch Locations

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

4776 Hodges Blvd., Ste 203, Jacksonville, FL 32224 • 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
Cambridge Investment Research, Inc Fairfield IA 11/2010 11/2025
Cambridge Investment Research Advisors, Inc Fairfield IA 11/2010 11/2025
Newedge Securities Llc Pittsburgh PA 11/2025 Present
Newedge Advisors New Orleans LA 11/2025 Present
Previous Registrations
Other Businesses

1) OPEN COLLAR INVESTMENTS LLC, 4776 HODGES BLVD STE 203 JACKSONVILLE FL, 10/2007, 1/3 OWNER, REAL ESTATE FROM WHICH MYSELF AND MY PARTNERS RUN OUR FINANCIAL ADVISORY BUSINESS, INV REL, 2HR/MO 1HR/MO TRADING 2) STUART TRACY WINFREE CFP, 4776 HODGES BLVD STE 203 JACKSONVILLE FL, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 03/2009, INV REL, 2 HR/WK 2 HR TRADING 3) GLEN KERNAN PROFESSIONAL PARK CONDOMINIUM ASSOCIATION BLDG C, 11555 CENTRAL PKWY STE 801 JACKSONVILLE FL, 06/2010, BOARD MEMBER DIRECTOR, NIR, DEVOTES 2 HR/MO 2 HR/TRADING 5) GLEN KERNAN PROFESSIONAL PARK MASTER ASSOCIATION, 11555 CENTRAL PKWY STE 801 JACKSONVILLE FL, 12/2014, BOARD MEMBER DIRECTOR, NIR, 2 HR/MO 2 HR/TRADING 6) PRISONERS OF CHRIST, 6940 Atlantic Blvd., Jacksonville FL 32211, United States, 01/01/2022, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee , NIR, 2 HR/MO 1 HR/MO TRADING 7) SECRET WOODS BOARD, 3146 Misty Creek Lane, Jacksonville FL 32216, 11/2022, Board Member, Home Owners Association, NIR, 1 HR/ MO 1 HR/MO TRADING 8) RFW WEALTH ADVISORS, 4776 Hodges Blvd Ste 203, Jacksonville FL, 3/2009, USING A TRADE NAME/DBA, NIR, 1 HR/MO 0 HR TRADING 9) CHURCH OF THE REDEEMER ANGLICAN, 8669 BAYPINE ROAD JACKSONVILLE FL 32256, 10/2023, BOARD MEMBER, RELIGIOUS ORGANIZATION, NIR, 2 HR/MO 0 HR/MO TRADING 10)NewEdge Advisors*Yes Invest*New Orleans, LA *RIA*11/17/25*Financial advisory rep for fee-based products and accounts*40 Hrs trade/0 Trade

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-07-05
  • S63 Uniform Securities Agent State Law Examination
    1991-07-05
Designations
Other Names
  • Stuart T Winfree
  • Tracy Winfree

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
ARKADIOS WEALTH ADVISORS
ADG WEALTH MANAGEMENT GROUP, LLC

Other Investors

CHRISTINE CHAMPAGNE MONTZ
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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