Sean Patrick Hesch
Investment adviser representative at Newedge Advisors
12 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
12 years in the industry.
- Newedge Advisors, LLCNov 2021 to now
- Mid Atlantic Financial Management, Inc.Jan 2019 to Nov 2021
- Kmc Wealth Management LLCSep 2017 to Jan 2019
- Cambridge Investment Research Advisors, IncMar 2014 to Sep 2017
- Cambridge Investment Research, IncMar 2014 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4051241
- Firm CRD
- 171351