Heather
Honeychuck
Newedge Advisors
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About this Advisor
Heather Honeychuck is a financial advisor based out of New Orleans, Louisiana with a total of 2 years of industry experience. Honeychuck currently works for Newedge Advisors. Their career trajectory has included roles at Patrick M. Garbinsky, H. Beck, Inc, Heather L. Honeychuck, H.G. Tax Services, LLC, Mid Atlantic Capital Corporation, Adair Financial Group and Newedge Advisors, LLC. Honeychuck maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Newedge Advisors is an advisory business that has its headquarters in New Orleans, LA. The investment advisory business has offices in 99 locations and a total of 499 employees. It handles $13 billion in assets between its 48,067 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 114 charitable organizations. Of its 48,067 customer accounts, 27% are held by high-net-worth clients who have at least $1 million in assets. The company offers a diverse 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 management fee schedules usually depend on which services the firm provides the client. Fees billed by Newedge Advisors likely consist of 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
Heather Honeychuck Work History
Heather has been registered as a financial advisor for 2 years.*
Newedge Advisors, LLC
Mid Atlantic Capital Corporation
Adair Financial Group
Heather L. Honeychuck
H.G. Tax Services, LLC
H. Beck, Inc
Patrick M. Garbinsky
*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 Heather Honeychuck 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
Virginia Beach, VA
New Orleans, LA
New Haven, CT
Novi, MI
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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