Dustin
Capco
Newedge Advisors
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About this Advisor
Dustin Capco is a financial advisor working out of New Orleans, Louisiana, who has 2 years of relevant experience. Capco currently works for Newedge Advisors. Their career trajectory has included roles at Scott Contracting, The Prudential Insurance Company Of America, Pruco Securities LLC, Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Inc, Mid Atlantic Capital Group and Newedge Advisors, LLC. Capco holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Newedge Advisors is an advisory business that has its headquarters in New Orleans, LA. It has offices in 99 locations and a total of 499 advisors. It handles $13 billion in assets across its 48,067 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 114 charitable organizations. Of its 48,067 client accounts, 27% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a wide assortment 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. A financial advisor's fees vary depending on the type of financial services offered. However, fees billed by Newedge Advisors can include 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
Dustin Capco Work History
Dustin has been registered as a financial advisor for 2 years.*
Newedge Advisors, LLC
Mid Atlantic Capital Corporation
Mid Atlantic Financial Management, Inc
Mid Atlantic Capital Group
Scott Contracting
The Prudential Insurance Company Of America
Pruco Securities LLC
Scott Contracting
*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 Dustin Capco 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
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
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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