Debra Brennan Tagg
Investment adviser representative at Newedge Advisors
27 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$43.2BFirm assets
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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
27 years in the industry.
- Newedge Advisors, LLCSep 2024 to now
- Newedge Securities, LLCSep 2024 to now
- Osaic Wealth, Inc.Nov 2023 to Sep 2024
- Bfs Advisory Group, LLCApr 2021 to Sep 2024
- Brennan Financial ServicesFeb 2018 to Sep 2024
- Dbt Wealth ConsultantsApr 2014 to Apr 2021
- Fsc Securities CorporationJan 1999 to Sep 2024
- Brennan Financial ServicesJan 1999 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 3 states (LA, NE, 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
- 3176218
- Firm CRD
- 171351