Newedge Securities, LLC

Overview

Newedge Securities, LLC is organized as a limited liability company and is recorded in FINTRX as an investment bank that was SEC-registered in 1982. The snapshot identifies the owner type as a domestic entity and individual. The record also flags the firm as not acting as a capital allocator and not being an active ESG investor. Fields in the FINTRX snapshot that often describe client segments, fee schedules, business lines, and specific advisory services are not populated for this entity. The snapshot further notes the firm is not a multistate adviser, not newly formed, and not listed as a pension consultant or related adviser. FINTRX also lists two media recognitions: inclusion on Forbes’ Top RIA Firms list in 2024 and on Barron’s Top 100 RIA Firms list in 2025.

Location & Offices