David
Down
Newedge Advisors
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About this Advisor
David Down is a financial advisor who works out of New Orleans, Louisiana with 2 years of relevant experience. Down is currently employed by Newedge Advisors. Throughout their career, they have worked at Newedge Securities, Inc, Mid Atlantic Financial Management, Inc, Newedge Capital Group, Stonehaven Energy, LLC, 8Th Floor Oil & Gass Associates, Inc, Zhw Oil & Gas, Inc, Gua Uniontown Capital Corporation, Newedge Advisors LLC and New Edge Wealth. Down has a Series 63 license, qualifying them as a securities broker, and is approved to advise clients in Florida, Massachusetts, Ohio and Pennsylvania. Newedge Advisors is a financial advisory company that has its headquarters in New Orleans, LA. The investment advisory business has offices in 99 locations and a total of 499 advisors. It has $13 billion in assets between its 48,067 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 114 charitable organizations. Of its 48,067 client accounts, 27% are held by high-net-worth investors who have at least $1 million in investable assets. The firm provides a wide set 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 fees largely vary depending on the services offered. Fees billed by Newedge Advisors may include any combination 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
David Down Work History
David has been registered as a financial advisor for 2 years.*
Newedge Advisors LLC
New Edge Wealth
Stonehaven Energy, LLC
8Th Floor Oil & Gass Associates, Inc
Zhw Oil & Gas, Inc
Newedge Capital Group
Newedge Securities, Inc
Gua Uniontown Capital Corporation
Newedge Securities, Inc
Mid Atlantic Financial Management, Inc
Mid Atlantic Financial Management, Inc
*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 David Down 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
New Orleans, LA
Monroe, LA
New Orleans, LA
New Orleans, LA
New Haven, CT
New Orleans, LA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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