NewEdge Advisors Information
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NewEdge Advisors
Summary
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 Advis...Show more
Organization Website | newedgeadvisors.com |
Social Links |  |
Phone Number | (877) 832-6632 |
Industries | |
Headquarters Location | 858 Camp St, New Orleans, LA, 70130 US |
Employees Size | 100-200 employees |
Specialties | Advisor Transitions, Client First Philosophy, Hybrid RIA, Super OSJ, Independence101, Large Enterprise, LPL Financial, Fidelity, Uncovering Myths of Independence, Practice Management, Advisor Networking, Advisor Education, Financial Planning |
Founded | 2015 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
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Number of employees by department
Total number all of employee turnover
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Length of Employment
Employee tenure at NewEdge Advisors shows a diverse range of experience levels:
8% have been with the company for less than 1 year17% for 1–2 years25% for 3–4 years25% for 5–7 years17% for 8–10 years8% have over 11 years of service at NewEdge AdvisorsDiscover More
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NewEdge Advisors
Hannah Ford Lackey
Compliance Coordinator
Krista Riley
HR Manager- Sr. Operations Specialist
Jon Michael
Regional Director of Business Development
Michelle McCoy Hollenshead
Wealth Strategist
Chad Nichter
Senior Compliance Officer
Anastasiya Ana Camp
Director of Technology Solutions
Scott Cohen
EVP, Advisor Success & Pillar Channel
Nessa Gelever
Manager of Strategic Operations Initiative
James Sorey CEPA
Regional Director
Aaron Brasfield
Director Operations at LDI Advisers an affiliate of New Edge Advisors
Allison Bujorian
Marketing Manager
Nick Cantone
Regional Director, Business Development
Karen Boggs
Manager of Transitions
Gray Davis
Manager, Advisor Advocate
John Wight
Manager Advisor Advocacy and Business Development
Bryce Miller
Financial Analyst & Trader
Melissa Mendez
Senior Transitions Manager
Joshua White
Trader
Jenny Kurz
SVP, Strategy and Communications
Lauren Lehman
Director of Portfolio Management
Grant Davis
Associate Regional Director of Business Development
Bennett Duffy
Trader
Zach Clemons
Manager, Advisor Advocate
Jasmyn Shelton
Manager - Operations & Onboarding
Chad Nichter
Senior Transition Manager
Kayleigh Stockton
Business Development Intern
Katherine Lehnhardt
Senior Executive Assistant
Emerson Romero
Account Administration Associate
Arianna Rodriguez
Senior Portfolio Manager
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FAQ
NewEdge Advisors operates in the Finance industries. More details can be found on the official website: newedgeadvisors.com.
The headquarters of NewEdge Advisors are located in New Orleans, United States.
You can contact NewEdge Advisors by phone at (877) 832-6632.
NewEdge Advisors currently employs 100-200 people.
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