Brian
Clouse
Newedge Advisors
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About this Advisor
Brian Clouse is a financial advisor based in Canonsburg, Pennsylvania, working with Newedge Advisors. Brian has previously held positions at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Inc, and Newedge Advisors, LLC. Brian has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Brian is part of Newedge Advisors, which operates out of Canonsburg, Pennsylvania. 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
Brian Clouse Work History
Newedge Advisors, LLC
Mid Atlantic Capital Corporation
Mid Atlantic Financial Management, Inc
Disclosures
Please visit the SEC profile of Brian Clouse 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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