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NewEdge Advisors

NewEdge Advisors Email Formats

Financial ServicesFlag of USNew Orleans, Louisiana, United States51-100 Employees

NewEdge Advisors Email Formats

NewEdge Advisors uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@newedgeadvisors.com), used 75.4% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@newedgeadvisors.com
75.4%
{first name}{last name}
johndoe@newedgeadvisors.com
19.3%
{last name}{last name}
doedoe@newedgeadvisors.com
5.3%

Key Contacts at NewEdge Advisors

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Ryan Geschke

Managing Director, Investments & Trading

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Nick Cantone

Regional Director, Business Development

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Brooks D. Mccartney

Private Wealth Advisor/ Founder

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Tyler Trapani

Internal Regional Director Of Business Development

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Anastasiya Camp

Director Of Technology Solutions

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Aaron Brasfield

Director Operations At Ldi Advisers An Affiliate Of New Edge Advisors

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Grant Davis

Associate Regional Director Of Business Development

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Lauren Lehman

Director Of Portfolio Management

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Karen Michelle Gantt

Sr Director Of Risk

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Frank Gesuale

Director | Partner

Company overview

Headquarters858 Camp St, New Orleans, LA 70130, US
Phone number+15044594391
Website
NAICS52
Keywords
Practice Management, Financial Planning, Fidelity, Large Enterprise, Advisor Education, Hybrid Ria, Advisor Networking, Advisor Transitions, Client First Philosophy, Independence101, Lpl Financial, Super Osj, Uncovering Myths Of Independence
Founded2015
Employees51-100
Socials

About NewEdge Advisors

NewEdge Advisors is a registered investment advisor (RIA) supporting 400+ financial advisors across the country, who collectively service over $30 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, LLC, 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, LLC 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/

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry
Manager
Partner

Employees by Department

NewEdge Advisors has 43 employees across 11 departments.

Departments

Number of employees

Funding Data

NewEdge Advisors has never raised funding before.

NewEdge Advisors Tech Stack

Discover the technologies and tools that power NewEdge Advisors's digital infrastructure, from frameworks to analytics platforms.

Cloudflare Bot Management

Cloudflare Bot Management

Security

Slick

Slick

JavaScript libraries

Vimeo

Vimeo

Video players

jQuery Mobile

jQuery Mobile

Mobile frameworks

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Divi

Divi

Page builders

Frequently asked questions

NewEdge Advisors is located in New Orleans, Louisiana, US.
You can reach NewEdge Advisors at +15044594391.
NewEdge Advisors was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.
NewEdge Advisors has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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