Robert
Maks
Newedge Advisors
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About this Advisor
Robert Maks is a financial advisor based in New Orleans, Louisiana, working with Newedge Advisors. Robert has previously held positions at Dish Network, Wake Forest University, Oakland Hills Country Club, Optimity Advisors, Stonebridge Financial Partners, Cetera Advisor Networks, Cwm, LLC, Lpl Financial LLC, and Newedge Advisors, LLC. Robert has passed the Series 66 regulatory exam and is registered to provide services in Michigan, Nebraska, and Texas. Currently, Robert 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
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
Robert Maks Work History
Lpl Financial LLC
Newedge Advisors, LLC
Cwm, LLC
Stonebridge Financial Partners
Cetera Advisor Networks
Oakland Hills Country Club
Optimity Advisors
Dish Network
Wake Forest University
Disclosures
Please visit the SEC profile of Robert Maks 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
Rancho Cordova, CA
New Orleans, LA
Bellevue, WA
New Orleans, LA
Lake Charles, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
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