Newedge Advisors, LLC
● SEC registered since 2014CRD 171351SEC# 801-79876New Orleans, LA
Reg. AUM
$43.21B
Employees
1,073
Accounts
103,000
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 $43.2 billion in regulatory assets under management and employs 1,073 people.
Newedge Advisors, LLC owners & executives
21 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Thomas Goss Control | Chief Executive Officer/Founder | Under 5% | 2023 |
| David Baron Symecko Control | Managing Director, Business Development | Under 5% | 2021 |
| David Jason Schnier Control | General Counsel And Secretary | Under 5% | 2026 |
See all 21 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Newedge Advisors, LLC manage?
Newedge Advisors, LLC reports $43.2 billion in regulatory assets under management on its Form ADV.
How many employees does Newedge Advisors, LLC have?
Newedge Advisors, LLC reports 1,073 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
| Address | 858 Camp Street, New Orleans, LA 70130 |
| Phone | 504-459-4391 |
| Office hours | 8:00a.m. - 4:30p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1633516 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$43.21B▲ 134%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$43.21Bregulatory AUM
Discretionary $41.83BNon-discretionary $1.39B