Financial ADVSR advisor directory · SEC adviser records
Newedge Advisors financial advisors in California
Every SEC-registered investment adviser representative at a Newedge Advisors office in California, by city and A to Z.
22 registered advisors work at Newedge Advisors in California, out of 549 nationwide; it's the firm's number 2 state by advisors, and the most are in San Diego (5). 6 list the CFP designation and 4 are also registered broker representatives.
Newedge Advisors advisors by city in California
Every firm in California →San Diego 5Seal Beach 3Gold River 2Los Alamitos 2Pasadena 2Temecula 2Carlsbad 1Irvine 1Malibu 1Pleasanton 1Santa Monica 1Santa Rosa 1
Newedge Advisors advisors in California, A to Z
Search by name →- Riley T. AdamsPleasanton
- David A. BastoniGold River
- William M. BeelerSeal Beach
- Steven F. BlissTemecula
- Robert K. BrittonTemecula · Certified Financial Planner, Chartered Financial Analyst
- Jennifer L. CapoPasadena
- Adam B. HeapyLos Alamitos
- Laila KhosroabadiCarlsbad
- Gary P. KleinSeal Beach · Chartered Financial Consultant
- Harold E. KleinSeal Beach
- Brigand W. KlineSan Diego · Certified Financial Planner
- Kristen N. KlineSan Diego
- Steven I. LevinMalibu
- William R. MitchellSan Diego
- Brian C. ParkPasadena · Certified Financial Planner, Chartered Financial Consultant
- Bryan E. Pridmore IISan Diego · Certified Financial Planner
- Reese RobertsIrvine
- Caleb S. RodriguezSan Diego
- Richard P. SturmLos Alamitos
- Shamya M. UllahSanta Monica
- Cheyenne G. WalkerSanta Rosa · Certified Financial Planner
- Lauren M. WilliamsGold River · Certified Financial Planner
Newedge Advisors advisors in every state →Newedge Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Newedge Advisors in other states
Louisiana 296Georgia 22Texas 22Florida 17Tennessee 14Connecticut 12Michigan 11North Dakota 11South Carolina 11Pennsylvania 10New Jersey 9Alabama 8Minnesota 7Wisconsin 7New York 6South Dakota 6Colorado 5Kansas 5Massachusetts 5Arizona 4Illinois 4Indiana 4Nebraska 4District of Columbia 3New Hampshire 3
Questions
How many Newedge Advisors financial advisors are in California?
22 investment adviser representatives are registered at Newedge Advisors offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 549 at the firm nationwide. 6 list the CFP designation and 4 are also registered as broker representatives.
Where in California does Newedge Advisors have the most advisors?
San Diego, with 5, then Seal Beach (3). Newedge Advisors has advisors in 12 cities in California.
How do I check a Newedge Advisors advisor in California?
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.