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Newedge Advisors, LLC

● SEC registered since 2014CRD 171351SEC# 801-79876New Orleans, LA
Export (members)
Reg. AUM
$27.38B
Employees
768
Accounts
82,407
Location
New Orleans, LA

Newedge Advisors, LLC assets under management

Newedge Advisors, LLC is a registered investment adviser overseen by the SEC based in New Orleans, LA. The firm has been registered since 2014. It reports $27.4 billion in regulatory assets under management and employs 768 people.
www.dominickfinancial.comView on SEC.gov ↗

Newedge Advisors, LLC owners & executives

17 reported
NameTitleOwnershipSince
Alexander Thomas Goss ControlChief Executive Officer/FounderUnder 5%2023
Erin Paige Sarver-Corbett ControlChief Operations Officer, Managing DirectorUnder 5%2025
Jeffrey Stone Cutler ControlChief Experience OfficerUnder 5%2023
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Frequently asked questions

How much does Newedge Advisors, LLC manage?

Newedge Advisors, LLC reports $27.4 billion in regulatory assets under management on its Form ADV.

How many employees does Newedge Advisors, LLC have?

Newedge Advisors, LLC reports 768 employees.

Where is Newedge Advisors, LLC located?

Newedge Advisors, LLC is based in New Orleans, LA and has been SEC-registered since 2014.

Does Newedge Advisors, LLC disclose fund performance?

Newedge Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address858 Camp Street, New Orleans, LA 70130
Phone504-459-4391
Office hours8:00a.m. - 4:30p.m.
SEC regionMiami Regional Office (MIRO)
CIK1633516
Discloses disciplinary historyYes

Assets under management

Discretionary$26.71B
Non-discretionary$668.9M
Total (RAUM)$27.38B