Eugene
Songy

Newedge Advisors

CRD#5772801
Investment Advisor
in Houma, LA

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About this Advisor

Eugene Songy is a financial advisor based in Houma, Louisiana, working with Newedge Advisors. Eugene has previously held positions at South Louisiana Bank, Investment Centers Of America, Lpl Financial LLC, and Gwm Advisors, LLC Dba South Louisiana Financial Services, LLC. Eugene has passed the Series 66 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Eugene is part of Newedge Advisors, which operates out of Houma, 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

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

1356 W. Tunnel Blvd.
Houma, LA 70360

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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

Eugene Songy Work History

2018 - Present (6 years)

Gwm Advisors, LLC Dba South Louisiana Financial Services, LLC

2017 - Present (7 years)

Lpl Financial LLC

2011 - Present (13 years)

Investment Centers Of America

2010 - Present (14 years)

South Louisiana Bank

Disclosures

Please visit the SEC profile of Eugene Songy 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

William Thompson
Lake Charles, LA
Robert Maks
New Orleans, LA
George Sins
New Orleans, LA
Michael Allison
Saint Simons Island, GA
Gerald Hebert
New Orleans, LA
Kody Followwill
New Orleans, LA
Maxwell Sprigg
New Orleans, LA
Crystal Groover
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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