Brooks Mccartney
Investment adviser representative at Newedge Advisors
21 yearsExperience
1 stateRegistered in
$43.2BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Newedge AdvisorsJan 2026 to now
- Raymond James & Associates, Inc.Oct 2021 to now
- Banner BankNov 2018 to Oct 2021
- LPL Financial LLCNov 2018 to Oct 2021
- Destra Capital Investments LLCJun 2018 to Nov 2018
- UnemployedFeb 2018 to May 2018
- Janus Distributors LLCOct 2005 to Jan 2018
- Janus Management Holdings CorpOct 2005 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (SC).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2024064
- Firm CRD
- 171351