Adam
Setser
Newedge Advisors
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About this Advisor
Adam Setser is a financial advisor based in Valdosta, Georgia, working with Newedge Advisors. Adam has previously held positions at Main Squeeze, Covenant Baptist Church, Kerrigan Davis, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Lpl Financial LLC, and Newedge Advisors, LLC. Adam has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Adam is part of Newedge Advisors, which operates out of Valdosta, Georgia. The firm has 99 offices and 570 employees. The firm manages assets totaling $18.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Newedge Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$18,432,430,824
570
62,249
$296,108
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
Adam Setser Work History
Lpl Financial LLC
Newedge Advisors, LLC
Cetera Investment Advisers LLC
Kerrigan Davis
Cetera Investment Services LLC
Covenant Baptist Church
Main Squeeze
Disclosures
Please visit the SEC profile of Adam Setser 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
Marina Del Ray, CA
New Orleans, LA
New Orleans, LA
New Orleans, LA
Hudson, WI
New Orleans, LA
New Orleans, LA
New Orleans, LA
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