Managing Director, Business Development · Newedge Advisors
David B. Symecko
CRD 2664055 · Named on Form ADV at one SEC-registered adviser
At a glance
Newedge Advisors, an SEC-registered wealth manager based in New Orleans, LA with $43.2 billion in regulatory assets, lists David B. Symecko on its Form ADV as Managing Director, Business Development, a control person.
Firms and roles
- Newedge AdvisorsManaging Director, Business DevelopmentWealth manager · New Orleans, LA · $43B in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (10)
- Neil D. TurnerPartner/founder/co-Ceo, Newedge Advisors
- Jeffrey S. CutlerChief Experience Officer, Newedge Advisors
- Kyle P. SmithVice President, Newedge Advisors
- Joseph F. BancoChief Financial Officer and Treasurer, Newedge Advisors
- Erin P. Sarver-CorbettChief Operations Officer, Managing Director, Newedge Advisors
5 more people named with David on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.