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.

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Investment Management

NewEdge Advisors

John Moody

Charles Warden

Erin Timmerman

Ryan Geschke

Erin Corbett

David Symecko

Tim Friday

Steve Pirigyi

John Straus

Kevin Thompson

Joseph Banco

Chris Broussard

Bob Drelick

The Technology and Data Management Team at NewEdge Advisors is responsible for overseeing and optimizing the technological infrastructure and data analytics that support the firm’s financial advisors. This team ensures seamless integration of technology solutions to enhance client services, streamline operations, and maintain data integrity, empowering advisors to focus on delivering exceptional client experiences. They play a critical role in developing tools and platforms that facilitate efficient data management and support strategic decision-making across the organization.

Technology and Data Management Team

Operations and Administrative Team

Leadership Team

Technology and Data Management Team

About

Team members

Other teams at NewEdge Advisors

Operations and Administrative Team

Leadership Team

Leadership Team