Dennis
Schlegel
Newedge Advisors
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About this Advisor
Dennis Schlegel is a financial advisor based in Holmdel, New Jersey, working with Newedge Advisors. Dennis has previously held positions at Gitterman & Associates Wealth Management, Triad Advisors Inc, Gitterman Wealth Management, LLC, Lpl Financial, LLC, Newedge Advisors, LLC, Mml Investors Services, and Massmutual. Dennis has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Dennis is part of Newedge Advisors, which operates out of Holmdel, New Jersey. 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
Dennis Schlegel Work History
Lpl Financial, LLC
Newedge Advisors, LLC
Mml Investors Services
Massmutual
Gitterman Wealth Management, LLC
Gitterman & Associates Wealth Management
Triad Advisors Inc
Disclosures
Please visit the SEC profile of Dennis Schlegel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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