Sean Michael Koscho
Investment adviser representative at Newedge Advisors
16 yearsExperience
3 statesRegistered 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
16 years in the industry.
- Newedge Advisors, LLCJan 2026 to now
- Base Wealth Management, LLCOct 2022 to Jan 2026
- Intervest Internationa, Inc.Jun 2021 to Oct 2022
- Intervest International Equities CorporationJan 2021 to Oct 2022
- Pfs Investments Inc.Sep 2020 to Jan 2021
- Primerica Financial ServicesMar 2020 to Jan 2021
- Sarasota County Fire DepartmentMay 2014 to Oct 2024
- Cardinal Mooney High SchoolAug 2010 to Nov 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 3 states (FL, NH, TX).
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
- 2495271
- Firm CRD
- 171351