David
Wheatley
Newedge Advisors
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About this Advisor
David Wheatley is a financial advisor working in New Haven, Connecticut with 2 years of industry experience. Wheatley is an advisor for Newedge Advisors. During their career, Wheatley has held roles at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Mid Atlantic Capital Corporation and Gwm Advisors, LLC. Wheatley maintains Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Connecticut. Newedge Advisors is an advisory firm that has its headquarters in New Orleans, LA. The firm has offices in 99 locations and a total of 499 employees. It manages $13 billion in total assets among its 48,067 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 114 charitable organizations. Of its 48,067 accounts, 27% are associated with high-net-worth individuals who have greater than $1 million in assets. Newedge Advisors performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on the services offered. Fee types charged by Newedge Advisors likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$12,683,180,123
499
48,067
$263,865
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
David Wheatley Work History
David has been registered as a financial advisor for 2 years.*
Mid Atlantic Capital Corporation
Gwm Advisors, LLC
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Wheatley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Newedge Advisors
New Orleans, LA
New Orleans, LA
New Orleans, LA
Virginia Beach, VA
New Orleans, LA
New Orleans, LA
New Orleans, LA
Novi, MI
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