Newedge Securities, LLC

Broker-DealerFINRA MemberEst. 1982
Total AUM
—
Advisory reps
403
Avg account
$0

Firm details

Headquarters
Pittsburgh, Pennsylvania
CRD number
10674
Registered since
May 12, 1982

Firm profile

FINTRX

Overview

Newedge Securities, LLC is organized as a limited liability company and has been SEC-registered since 1982. The firm is classified in the source data as an investment bank and is listed with an owner type of domestic entity and individual. The record does not characterize Newedge as a capital allocator and marks it as not active on ESG investing; it is also not identified as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Available source material provides only limited operational detail: the firm did not supply information about its client base, fee schedules, specific advisory activities, or business lines in the provided dataset. Two third-party recognitions appear in the snapshot: Forbes included Newedge on a "Top RIA Firms" list in 2024, and Barron's placed the firm on a "Top 100 RIA Firms" list in 2025.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 18
  • Evan Saterfiel

    Evan Saterfiel

    CEO, Senior Financial AdvisorCRD 5193895

  • Lindsey Peters

    Lindsey Peters

    Chief Client OfficerCRD 5253011

  • Christopher Kubert

    Christopher Kubert

    CEO and Wealth AdvisorCRD 4352945

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Contacts

3 of 385
  • Patrick Dillon

    Patrick Dillon

    Registered RepresentativeCRD 5687368

  • Nathaniel Novak

    Nathaniel Novak

    Partner, Wealth ManagerCRD 5799589

  • John Guidi

    John Guidi

    Managing DirectorCRD 5838283

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Pittsburgh, PA

Allegheny

Location

Pittsburgh, PA

Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Allegheny
Address
1251 Waterfront Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth