Daniel
Perrotti
Newedge Advisors
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About this Advisor
Daniel Perrotti is a financial advisor working out of New Orleans, Louisiana with 2 years of industry experience. Perrotti is an employee of Newedge Advisors. Throughout their career, they have worked at Mid Atlantic Capital Corp and Newedge Advisors, LLC. Perrotti maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Colorado and Pennsylvania. Newedge Advisors is a financial advisory company that has its headquarters in New Orleans, LA. The company has offices in 99 locations and a total of 499 employees. It controls $13 billion in assets under management among its 48,067 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 114 charitable organizations. Of its 48,067 accounts, 27% belong to high-net-worth clients who have greater than $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules depend on which services the firm provides the client. However, fees charged by Newedge Advisors can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$12,683,180,123
499
48,067
$263,865
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
Daniel Perrotti Work History
Daniel has been registered as a financial advisor for 2 years.*
Newedge Advisors, LLC
Mid Atlantic Capital Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Perrotti 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
New Orleans, LA
San Diego, CA
Monroe, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
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