


NewEdge Advisors Email Formats
Financial Services • New Orleans, Louisiana, United States • 51-100 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.
| Format | Example | Percentage |
|---|---|---|
{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
Ryan Geschke
Managing Director, Investments & Trading
Nick Cantone
Regional Director, Business Development
Brooks D. Mccartney
Private Wealth Advisor/ Founder
Tyler Trapani
Internal Regional Director Of Business Development
Anastasiya Camp
Director Of Technology Solutions
Aaron Brasfield
Director Operations At Ldi Advisers An Affiliate Of New Edge Advisors
Grant Davis
Associate Regional Director Of Business Development
Lauren Lehman
Director Of Portfolio Management
Karen Michelle Gantt
Sr Director Of Risk
Frank Gesuale
Director | Partner
Company overview
| Headquarters | 858 Camp St, New Orleans, LA 70130, US |
| Phone number | +15044594391 |
| Website | |
| NAICS | 52 |
| 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 |
| Founded | 2015 |
| Employees | 51-100 |
| 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
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.
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