NewEdge Advisors

Finance · Pennsylvania, United States · 51-200 Employees

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Overview

Headquarters

1251 Waterfront Pl Ste 510, Pittsburgh, ...

Revenue

<$5 Million

Industry

Finance Securities Trading

About NewEdge Advisors

NewEdge Advisors is a firm created by advisors for advisors, designed to enhance independence and profitability for financial advisors. It provides cutting-edge tools, resources, and a collaborative community aimed at helping successful advisors operate their practices more efficiently. The firm promotes a culture of sharing best practices among its 285+ independent advisors nationwide. NewEdge Advisors focuses on enabling advisors to care for their clients while also facilitating the transition to independence.Explore more
NewEdge Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

NewEdge Advisors Org Chart

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TR
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Chief Compliance Officer

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Deputy Chief Compliance Officer

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Director, Mergers & Acquisitions

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Senior Director, Risk

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Director. Partner

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Financial Operations Advisor & Director, At C...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

NewEdge Advisors

<$5M
51-200
Private
-
2021
TR
Theresa RussellChief Compliance Officer
$7.8M
11-50
Private
<$5M
2003
$5.6M
51-200
Private
<$5M
1991
<$5M
11-50
Private
-
2001
GB
Gregory BillowManaging Partner
<$5M
11-50
Private
<$5M
1982
Danny Matthews, Chief Financial Officer at Sound Financial Strategies Group
Danny MatthewsChief Financial Officer
<$5M
51-200
Private
-
2022
Rana Chander, Chief Technology Officer at Sound Income Group
Rana ChanderChief Technology Officer
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NewEdge Advisors Tech Stack

A closer look at the technologies used by NewEdge Advisors

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Frequently Asked Questions Regarding NewEdge Advisors

What is NewEdge Advisors's official website?
NewEdge Advisors's official website is www.newedgeadvisors.com
What is NewEdge Advisors's Revenue?
NewEdge Advisors's revenue is <$5 Million
What is NewEdge Advisors's SIC code?
NewEdge Advisors's SIC: 62,628
What is NewEdge Advisors's NAICS code?
NewEdge Advisors's NAICS: 52,523
How many employees does NewEdge Advisors have?
NewEdge Advisors has 51-200 employees
What industry does NewEdge Advisors belong to?
NewEdge Advisors is in the industry of: Finance, Securities Trading
What is NewEdge Advisors competition?
NewEdge Advisors top competitors include: GMB Private Wealth Management, Sound Financial Strategies Group, Yeomans Consulting Group, Orr Group
What companies has NewEdge Advisors acquired?
NewEdge Advisors has acquired the companies: GWM Advisors, Private Wealth Partners
What technology does NewEdge Advisors use?
Some of the popular technologies that NewEdge Advisors uses are: WordPress.org, PHP, Cloudflare Website Optimization, Proofpoint
What does NewEdge Advisors do?

NewEdge Advisors is a firm created by advisors for advisors, designed to enhance independence and profitability for financial advisors. It provides cutting-edge tools, resources, and a collaborative community aimed at helping successful advisors operate their practices more efficiently. The firm promotes a culture of sharing best practices among it... s 285+ independent advisors nationwide. NewEdge Advisors focuses on enabling advisors to care for their clients while also facilitating the transition to independence.Read More

What are NewEdge Advisors social media links?
NewEdge Advisors Linkedin page NewEdge Advisors Twitter page
Is NewEdge Advisors a public company?
NewEdge Advisors is private company therefore does not currently have an official ticker symbol
See more information about NewEdge Advisors

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