Financial ADVSR advisor directory · SEC adviser records
Newedge Advisors financial advisors in Dallas, TX
Every SEC-registered investment adviser representative at a Newedge Advisors office in Dallas, A to Z.
The short answer
11 registered advisors work at Newedge Advisors in Dallas, out of 549 at the firm nationwide; it ranks number 67 in the city by advisors. 1 list the CFP designation and 8 are also registered broker representatives.
Newedge Advisors advisors in Dallas, A to Z
Every Newedge Advisors advisor →- Kristopher CawthonAlso a broker rep
- James C. FloydCertified Financial Planner
- Stephanie C. GroschupAlso a broker rep
- Laura J. HaasInvestment adviser rep
- Erik J. LinstromAlso a broker rep
- Burke J. RogersInvestment adviser rep
- Ben A. RothAlso a broker rep
- Bradley M. RouseChartered Financial Analyst · Also a broker rep
- Shawn M. StanleyAlso a broker rep
- Hollis A. StuckertAlso a broker rep
- Anna K. WhiteAlso a broker 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 258Franklin, 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 4Baton Rouge, LA 4
Other firms in Dallas
All Dallas advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 233J.P. Morgan Securities LLC 228Morgan Stanley 226UBS Financial Services Inc. 137Goldman Sachs Wealth Services, L.P. 94Cetera Investment Advisers LLC 85Wells Fargo Clearing Services, LLC 83Rockefeller Financial LLC 78LPL Financial LLC 73Hilltop Securities Inc. 70Momentum Independent Network Inc. 69Strategic Advisers LLC 68
Questions
How many financial advisors does Newedge Advisors have in Dallas?
11 investment adviser representatives are registered at Newedge Advisors offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 549 nationwide. 1 list the CFP designation and 8 are also registered as broker representatives.
Is Newedge Advisors one of the largest advisor employers in Dallas?
Newedge Advisors ranks number 67 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 233.
How do I check a Newedge Advisors advisor in Dallas?
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.