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firm profile

Newedge Advisors

RIA New Orleans, LA CRD 171351 Last verified October 2026

Overview

Newedge Advisors is an SEC registered investment adviser based in New Orleans, LA, registered since 2014. It reports $43.2B in assets under management across 103,000 accounts, with 1,073 employees. It has 597 investment adviser representatives.

Reported AUM
$43.2B
Discretionary
97%
Accounts
103,000
Average account
$42K
Employees
1,073
Advisory reps
597
Registered since
2014
Jurisdictions
53

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Educational Seminars
  • Financial Planning
  • Individuals or Small Business
  • Pension Consulting
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Other Advisors
Client types
  • Charities and Non-Profits
  • Corporations/Businesses
  • High Net Worth Individuals
  • Individuals
  • Other clients
  • Pension/Profit Sharing Plan
Fee structure
Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 11

  • Alexander Thomas Goss Chief Executive Officer, Founder CRD 5653571
  • Neil Dickman Turner Partner/Founder/Co-Chief Executive Officer CRD 6584184
  • David Baron Symecko Managing Director, Business Development CRD 2664055

8 more executive officers, with direct contact details

Advisory reps 3 of 597

594 more advisory reps, with emails, phones and branch locations

Location

Headquarters
858 Camp St
New Orleans, LA 70130
County
Orleans
Metro area
New Orleans-Metairie, LA
Region
South

Registrations

Every state, with registration dates

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