Newedge Securities, LLC

Overview

Newedge Securities, LLC is organized as a limited liability company and is classified in the available data as an investment bank. The record indicates SEC registration dating to 1982. Ownership is characterized by domestic entities and individuals rather than a single publicly held parent. The firm is not identified as a capital allocator and is not listed as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser in the provided snapshot. Despite the investment-bank classification, the firm is shown in external recognitions: it appears on Forbes’ Top RIA Firms list for 2024 and on Barron’s Top 100 RIA Firms list for 2025.

Assets & Accounts

Location & Offices