Richard
Rush

Newedge Advisors

CRD#1516537
Investment Advisor
in Novi, MI

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About this Advisor

Richard Rush is a financial advisor based in Novi, Michigan, working with Newedge Advisors. Richard has previously held positions at Captrust Financial Advisors, Invest Financial Corp, Executive Wealth Management, Private Client Services LLC, and Newedge Advisors, LLC. Richard has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Michigan and Texas. Currently, Richard is part of Newedge Advisors, which operates out of Novi, Michigan. 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 63, Series 65, 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

39555 Orchard Hill Pl. Suite 600
Novi, MI 48375

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Newedge Advisors Brokerage Details

Total Assets Under Management

$18,432,430,824

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

570

MI Average: 13
Total Number of Accounts

62,249

MI Average: 722
Average Account Size

$296,108

MI 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

Richard Rush Work History

2022 - Present (2 years)

Newedge Advisors, LLC

2017 - 2022 (5 years)

Private Client Services LLC

2015 - 2017 (2 years)

Invest Financial Corp

2015 - 2022 (7 years)

Executive Wealth Management

2013 - 2015 (2 years)

Captrust Financial Advisors

Disclosures

Please visit the SEC profile of Richard Rush 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
Marie Elliott
New Orleans, LA
Lauren Williams
Rancho Cordova, CA
Michael Allison
Saint Simons Island, GA
Steven Cecil
New Orleans, LA
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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