Newedge Advisors
NewEdge Advisors is a registered investment advisor (RIA) supporting 400+ financial advisors across the country, who collectively service over $30 billion in client assets. NewEdge Advisors was built by advisors, for advisors to give independent advisory practices a better way to serve clients, and to manage time and expenses more effectively than they could on their own. By eliminating the complexities of running a wealth management business, advisors can free up their time to focus on what they do best – caring for clients. If you’re like us, you have a deep appreciation for the advisor-client relationship and years of experience putting their interests first. Partnering with NewEdge is an active decision to join a movement of successful advisors in the relentless pursuit of an improved client experience. Let’s chat! Call (877) 832-6632 or visit to learn more about partnering with NewEdge Advisors. Disclosures: Securities are offered through LPL Financial, Member FINRA/SIPC, Triad Advisors, Member FINRA/SIPC or NewEdge Securities, LLC, Member FINRA/SIPC. Representatives of NewEdge Advisors, LLC may be affiliated with one of these entities and will offer securities only where properly registered. Investment advice is offered through NewEdge Advisors, LLC. NewEdge Advisors, LLC is a separate entity from both LPL Financial and Triad Advisors. NewEdge Advisors, LLC is an affiliated entity to NewEdge Securities, LLC and under the common control of NewEdge Capital Group, LLC. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly registered or exempt from registration. Third-party posts found on this profile do not reflect the views of the entities listed herein and have not been reviewed by any listed entity as to accuracy or completeness. https://adviserinfo.sec.gov/
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Verified contacts
69
available on Kipplo
LinkedIn employees
88
51 to 200 range
Open roles
—
no listings
Distinct roles
54
indexed titles
Tech stack
1
tools in use
Monthly traffic
292
organic / mo
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Decision-makers and verified team members
69 contacts with verified email or phone · masked until revealed.
- DM
Damon Marty
Senior Portfolio Manager · Finance & Accounting
EmailPhone - LL
Lauren Lehman
Director of Portfolio Management · Finance & Accounting
EmailPhone - JK
Jenny Kurz
SVP, Strategy and Communications · Other
EmailPhone - JC
Justin C. Schoepf
Vice President of Operations · Operations
EmailPhone - CN
Chad Nichter
Senior Compliance Officer · Legal
EmailPhone - JW
John Wight
Manager Advisor Advocacy and Business Development · General Business & Management
EmailPhone - KB
Karen Boggs
Manager of Transitions · General Business & Management
EmailPhone - KR
Krista Riley
HR Manager- Sr Operations & Onboarding Specialist · Human Resources
EmailPhone - ZC
Zach Clemons
Manager, Advisor Advocate · General Business & Management
EmailPhone
Showing 9 of 69 verified contacts
Top roles at Newedge Advisors
54 distinct titles indexed · top 10 shown.
- 4trader
- 2account administration associate
- 2data analyst
- 2financial advisor
- 2manager of transitions
- 2senior portfolio manager
- 1&,
- 1()
- 1advisor advocate
- 1advisor marketing specialist
- +44more titles
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