Carolyn
Martin

Newedge Advisors

CRD#4588380
Investment Advisor
in New Orleans, LA

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About this Advisor

Carolyn Martin is a financial advisor working out of New Orleans, Louisiana who has 2 years of industry experience. Martin is currently employed by Newedge Advisors. During their career, the advisor has held roles at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Inc and Newedge Advisors, LLC. Martin has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida, Georgia and Texas. Newedge Advisors is a registered investment company based out of New Orleans, LA. It has offices in 99 locations and a total of 499 people on staff. It controls $13 billion in total assets between its 48,067 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 114 charitable organizations. Of its 48,067 customer accounts, 27% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Newedge Advisors has 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 management fee schedules typically depend on which services the firm provides the client. Fee types billed by Newedge Advisors can consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

858 Camp Street
New Orleans, LA 70130

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Newedge Advisors Brokerage Details

Total Assets Under Management

$12,683,180,123

LA Average: $486,181,852
Total Number of Employees

499

LA Average: 13
Total Number of Accounts

48,067

LA Average: 722
Average Account Size

$263,865

LA Average: $673,382

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

Carolyn Martin Work History

Carolyn has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Newedge Advisors, LLC

2010 - Present (14 years)

Mid Atlantic Capital Corporation

2010 - Present (14 years)

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 Carolyn Martin 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

Jennifer Kahl
New Orleans, LA
Stephen Coopersmith
New Orleans, LA
Emory Hendrix
New Orleans, LA
Cline Reasor
Virginia Beach, VA
Kathaleen Muilwyk
New Orleans, LA
Mark Mcneely
New Orleans, LA
Caleb Rodriguez
San Diego, CA
Jared Mcgahee
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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