NewEdge Advisors is a registered investment advisor (RIA) supporting 330+ financial advisors across the country, who collectively service over $25 billion in client assets.
 
NewEdge Advisors was built by advisors, for advisors to give independent advisory practices a better way to serve clients, and to manage time and expenses more effectively than they could on their own. By eliminating the complexities of running a wealth management business, advisors can free up their time to focus on what they do best – caring for clients.
 
If you’re like us, you have a deep appreciation for the advisor-client relationship and years of experience putting their interests first. Partnering with NewEdge is an active decision to join a movement of successful advisors in the relentless pursuit of an improved client experience. 
 
Let’s chat! 
Call (877) 832-6632 or visit www.newedgeadvisors.com to learn more about partnering with NewEdge Advisors.


Disclosures: 
 
Securities are offered through LPL Financial, Member FINRA/SIPC, Triad Advisors, Member FINRA/SIPC or NewEdge Securities, Inc., Member FINRA/SIPC. Representatives of NewEdge Advisors, LLC may be affiliated with one of these entities and will offer securities only where properly registered. 
 
Investment advice is offered through NewEdge Advisors, LLC. NewEdge Advisors, LLC is a separate entity from both LPL Financial and Triad Advisors. NewEdge Advisors, LLC is an affiliated entity to NewEdge Securities, Inc. and under the common control of NewEdge Capital Group, LLC. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly registered or exempt from registration. 
 
Third-party posts found on this profile do not reflect the views of the entities listed herein and have not been reviewed by any listed entity as to accuracy or completeness.

https://adviserinfo.sec.gov/

Investment Management

NewEdge Advisors

NewEdge Advisors' headquarters in New Orleans, United States

The office at 6300 Corporate Blvd likely focuses on strategic communications and financial oversight in mergers and acquisitions.

6300 Corporate Blvd

Alex Goss

John Moody

The Business Development Team at NewEdge Advisors focuses on fostering partnerships with independent financial advisors to enhance client service and operational efficiency. They leverage their industry expertise to identify growth opportunities, support advisors in navigating the complexities of wealth management, and drive the overall success of advisory practices across the nation. By building strong relationships and providing tailored solutions, the team plays a crucial role in expanding NewEdge's influence in the investment advisory space.

Business Development Team

This department focuses on providing financial advisory services to clients, assisting them in managing and growing their wealth.

Wealth Management

This department oversees the strategic direction and overall management of the organization.

Executive Leadership

This department oversees the planning and execution of transitions within the organization, ensuring smooth operational changes.

Transitions Management

This department ensures adherence to laws, regulations, and internal policies to mitigate risks and maintain ethical standards.

Compliance Department

This department provides expert financial guidance and planning to assist clients in managing their investments and achieving their financial goals.

NewEdge Advisors

Org chart

Teams

Business Development Team

Wealth Management

Executive Leadership

Transitions Management

Compliance Department

Financial Services

Offices

NewEdge Advisors

Org chart

Teams

Business Development Team

Wealth Management

Executive Leadership

Transitions Management

Compliance Department

Financial Services

Offices

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