Kathaleen
Muilwyk

Newedge Advisors

CRD#4943556
Investment Advisor
in New Orleans, LA

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About this Advisor

Kathaleen Muilwyk is a financial advisor operating out of New Orleans, Louisiana who has 1 year of industry experience. Muilwyk works at Newedge Advisors. Throughout their career, Muilwyk has worked at Raymond James & Associates, Inc and Newedge Securities, Inc. Muilwyk maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in South Carolina. Newedge Advisors is an advisory business based in New Orleans, LA. The company has offices in 99 locations and a total of 499 employees. It handles $13 billion in total assets across its 48,067 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 114 charitable organizations. Of its 48,067 accounts, 27% belong to high-net-worth clients who have more than $1 million in investable assets. The company provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules usually are based on which services the firm provides the client. However, fee types charged by Newedge Advisors can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

$12,683,180,123

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

499

LA Average: 13
Total Number of Accounts

48,067

LA Average: 722
Average Account Size

$263,865

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

Kathaleen Muilwyk Work History

Kathaleen has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Newedge Securities, Inc

2013 - 2022 (9 years)

Raymond James & Associates, Inc

*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 Kathaleen Muilwyk 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

Robert Brandt
Newburyport, MA
Caleb Rodriguez
San Diego, CA
Nita Pastor
New Orleans, LA
Cline Reasor
Virginia Beach, VA
Richard Rush
Novi, MI
Barbara Garcia
New Orleans, LA
David Wheatley
New Haven, CT
Jared Mcgahee
New Orleans, LA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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