Gautier
Wallaert

Newedge Advisors

CRD#4837532
Investment Advisor
in Portsmouth, NH

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About this Advisor

Gautier Wallaert is a financial advisor based in Portsmouth, New Hampshire, working with Newedge Advisors. Gautier has previously held positions at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, and Newedge Advisors, LLC. Gautier has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Hampshire. Currently, Gautier is part of Newedge Advisors, which operates out of Portsmouth, New Hampshire. 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 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

36 Maplewood Ave.
Portsmouth, NH 03801

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Newedge Advisors Brokerage Details

Total Assets Under Management

$18,432,430,824

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

570

NH Average: 13
Total Number of Accounts

62,249

NH Average: 722
Average Account Size

$296,108

NH 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

Gautier Wallaert Work History

2023 - Present (1 year)

Newedge Advisors, LLC

2010 - 2023 (13 years)

Tiaa-Cref Individual & Institutional Services, LLC

2010 - 2023 (13 years)

Tiaa

Disclosures

Please visit the SEC profile of Gautier Wallaert 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

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

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