Financial ADVSR advisor directory · SEC adviser records
Newedge Advisors financial advisors in North Carolina
Every SEC-registered investment adviser representative at a Newedge Advisors office in North Carolina, by city and A to Z.
The short answer
9 registered advisors work at Newedge Advisors in North Carolina, out of 549 nationwide; it's the firm's number 37 state by advisors, and the most are in Southern Pines (1). 2 list the CFP designation and 0 are also registered broker representatives.
Newedge Advisors advisors by city in North Carolina
Every firm in North Carolina →Newedge Advisors advisors in North Carolina, A to Z
Search by name →- Brandon BastubaHuntersville · Certified Financial Planner
- Aaron M. BreassealeSouthern Pines
- John J. CusimanoCharlotte
- Winfred N. Hasty Jr.Southern Pines
- Cassandra SmithConover
- Edward C. Tyree IIICharlotte
- Robert J. WaiteCharlotte
- Teresa Z. WhiteSouthern Pines
- Mary K. ZastrowSouthern Pines · 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 296California 22Georgia 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 North Carolina?
9 investment adviser representatives are registered at Newedge Advisors offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 549 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in North Carolina does Newedge Advisors have the most advisors?
Southern Pines, with 1. Newedge Advisors has advisors in 1 city in North Carolina.
How do I check a Newedge Advisors advisor in North Carolina?
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.