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Financial ADVSR advisor directory · SEC adviser records

Newedge Advisors financial advisors in Seal Beach, CA

Every SEC-registered investment adviser representative at a Newedge Advisors office in Seal Beach, A to Z.

The short answer

3 registered advisors work at Newedge Advisors in Seal Beach, out of 585 at the firm nationwide; it ranks number 10 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Newedge Advisors advisors in Seal Beach, A to Z

Every Newedge Advisors advisor →

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 222Franklin, TN 12Dallas, TX 11Lafayette, LA 10Atlanta, GA 8Birmingham, AL 8Pittsburgh, PA 8Beaumont, TX 7Destin, FL 7Troy, MI 7Milldale, CT 6St. Simons Island, GA 6Greenville, SC 5Ashland, WI 4Baton Rouge, LA 4

Other firms in Seal Beach

All Seal Beach advisors →

Wells Fargo Clearing Services, LLC 45Strategic Advisers LLC 18UBS Financial Services Inc. 17Merrill Lynch, Pierce, Fenner & Smith Incorporated 14LPL Financial LLC 12Charles Schwab & Co., Inc. 8Edward Jones 7RBC Capital Markets, LLC 5My Portfolio Guide, LLC 3

Questions

How many financial advisors does Newedge Advisors have in Seal Beach?

3 investment adviser representatives are registered at Newedge Advisors offices in Seal Beach, California, according to the SEC's Investment Adviser Public Disclosure records, out of 585 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Newedge Advisors one of the largest advisor employers in Seal Beach?

Newedge Advisors ranks number 10 in Seal Beach by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 45.

How do I check a Newedge Advisors advisor in Seal Beach?

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.