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Vice President · Newedge Advisors

Kyle P. Smith

CRD 2142563 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Newedge Advisors, an SEC-registered wealth manager based in New Orleans, LA with $43.2 billion in regulatory assets, lists Kyle P. Smith on its Form ADV as Vice President, a control person. The SEC filings also name Kyle at 1 other registered adviser.

Firms and roles

  • Newedge AdvisorsVice PresidentWealth manager · New Orleans, LA · $43B in regulatory assets
  • New Edge WealthExecutive Vice PresidentWealth manager · Stamford, CT · $20B in regulatory assets

AtlasMembers

Kyle’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 each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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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 (14)

9 more people named with Kyle on the same filings, with titles and firms. Free in Atlas with a free account.

See all 14 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kyle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.