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 recorded as SEC-registered since 1982 and listed with an owner type described as a domestic entity and individual. The profile data does not describe traditional advisory or wealth-management activities such as client-facing portfolio management; the firm is recorded as not being a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The source also records two industry recognitions: inclusion on Forbes’ Top RIA Firms list in 2024 and on Barron’s Top 100 RIA Firms list in 2025. Those entries are noted in the firm’s snapshot alongside its investment-bank classification, which suggests the entity may operate at the intersection of capital markets and advisory services rather than as a conventional retail RIA.

Assets & Accounts

Location & Offices