Investment adviser representative · Newedge Advisors
Eli Moallem
CRD 2954321 · Montvale, NJ
At a glance
Eli Moallem is an investment adviser representative with Newedge Advisors in Montvale, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Eli’s SEC record dates to 2006, about 20 years ago.
Current advisory firm
- Newedge AdvisorsSince June 2021Montvale, NJ · $43B in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Eli’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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