Financial ADVSR advisor directory · SEC adviser records
Newedge Advisors financial advisors in San Diego, CA
Every SEC-registered investment adviser representative at a Newedge Advisors office in San Diego, A to Z.
The short answer
3 registered advisors work at Newedge Advisors in San Diego, out of 549 at the firm nationwide; it ranks number 135 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Newedge Advisors advisors in San Diego, A to Z
Every Newedge Advisors advisor →- Kristen N. KlineInvestment adviser rep
- William R. MitchellInvestment adviser rep
- Bryan E. Pridmore IICertified Financial Planner
Newedge Advisors advisors in every city and state →Newedge Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Newedge Advisors advisors in other cities
New Orleans, LA 258Dallas, TX 11Franklin, TN 11Lafayette, LA 10Birmingham, AL 7Pittsburgh, PA 7St. Simons Island, GA 6Troy, MI 6Ashland, WI 5Beaumont, TX 5Destin, FL 5Milldale, CT 5Shreveport, LA 5Atlanta, GA 4Baton Rouge, LA 4
Other firms in San Diego
All San Diego advisors →LPL Financial LLC 743Wells Fargo Clearing Services, LLC 170Morgan Stanley 150Merrill Lynch, Pierce, Fenner & Smith Incorporated 131UBS Financial Services Inc. 121Strategic Advisers LLC 112Cetera Investment Advisers LLC 107J.P. Morgan Securities LLC 105Park Avenue Securities LLC 71Independent Financial Group, LLC 68Commonwealth Financial Network 62Madison Avenue Securities, LLC 60
Questions
How many financial advisors does Newedge Advisors have in San Diego?
3 investment adviser representatives are registered at Newedge Advisors offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 549 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Newedge Advisors one of the largest advisor employers in San Diego?
Newedge Advisors ranks number 135 in San Diego by registered advisors; LPL Financial LLC has the most, with 743.
How do I check a Newedge Advisors advisor in San Diego?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Newedge Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.