Newedge Securities, LLC

Overview

Newedge Securities, LLC is organized as a limited liability company and is classified in the source data as an investment bank. The firm is SEC-registered (registration year recorded as 1982) and is identified as being owned by a domestic entity and an individual. The snapshot indicates the firm does not act as a capital allocator and is not flagged as an active ESG investor, a pension consultant, a newly formed adviser, or a related adviser. The firm did not provide details about its business activities, advisory services, client segments, or fee structure in the available record. Public-facing investment preferences, sector tilts, and holdings are not disclosed in the provided data. Industry recognition appears in the snapshot: Newedge Securities was listed among Forbes’ Top RIA Firms in 2024 and was included in Barron’s Top 100 RIA Firms in 2025.

Location & Offices