Crystal
Groover

Newedge Advisors

CRD#4986476
Investment Advisor
in New Orleans, LA

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About this Advisor

Crystal Groover is a financial advisor based in New Orleans, Louisiana, working with Newedge Advisors. Crystal has previously held positions at Massmutual Life Insurance Co, Mml Investors Services, LLC, Newedge Securities, and Newedge Advisors. Crystal has passed the Series 66 regulatory exam and is registered to provide services in Georgia and Texas. Currently, Crystal is part of Newedge Advisors, which operates out of New Orleans, Louisiana. 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

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

858 Camp Street
New Orleans, LA 70130

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Newedge Advisors Brokerage Details

Total Assets Under Management

$18,432,430,824

LA Average: $486,181,852
Total Number of Employees

570

LA Average: 13
Total Number of Accounts

62,249

LA Average: 722
Average Account Size

$296,108

LA Average: $673,382

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

Crystal Groover Work History

2024 - Present (0 year)

Newedge Securities

2024 - Present (0 year)

Newedge Advisors

2014 - Present (10 years)

Massmutual Life Insurance Co

2014 - Present (10 years)

Mml Investors Services, LLC

Disclosures

Please visit the SEC profile of Crystal Groover 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

Lauren Williams
Rancho Cordova, CA
William Thompson
Lake Charles, LA
Anthony Baruffi
Bellevue, WA
George Sins
New Orleans, LA
Michael Allison
Saint Simons Island, GA
Kody Followwill
New Orleans, LA
Maxwell Sprigg
New Orleans, LA
Gerald Goss
New Orleans, LA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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