Financial ADVSR advisor directory · SEC adviser records
Newedge Advisors financial advisors in Portsmouth, NH
Every SEC-registered investment adviser representative at a Newedge Advisors office in Portsmouth, A to Z.
The short answer
3 registered advisors work at Newedge Advisors in Portsmouth, out of 549 at the firm nationwide; it ranks number 31 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Newedge Advisors advisors in Portsmouth, A to Z
Every Newedge Advisors advisor →- Melody S. EvansCertified Financial Planner
- John W. MorlockInvestment adviser rep
- Gautier F. WallaertInvestment adviser rep
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 5San Diego, CA 5Shreveport, LA 5Atlanta, GA 4
Other firms in Portsmouth
All Portsmouth advisors →Morgan Stanley 24LPL Financial LLC 21Strategic Advisers LLC 20Ameriprise Financial Services, LLC 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 16Wells Fargo Clearing Services, LLC 14UBS Financial Services Inc. 13Equitable Advisors, LLC 12Wellesley Asset Management, Inc. 12Hightower Advisors, LLC 9Steward Partners Investment Advisory, LLC 9F L Putnam Investment Management Co. 8
Questions
How many financial advisors does Newedge Advisors have in Portsmouth?
3 investment adviser representatives are registered at Newedge Advisors offices in Portsmouth, New Hampshire, 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 Portsmouth?
Newedge Advisors ranks number 31 in Portsmouth by registered advisors; Morgan Stanley has the most, with 24.
How do I check a Newedge Advisors advisor in Portsmouth?
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.