Christopher Walter Kubert
Investment adviser representative at Newedge Advisors
11 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
11 years in the industry.
- Newedge Advisors, LLCMay 2021 to now
- Mid Atlantic Capital CorporationMay 2021 to now
- Executive Wealth ManagementJun 2017 to Apr 2021
- Private Client Services LLCJun 2017 to Apr 2021
- The Huntington Investment CompanyJun 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 3 states (MI, OH, 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
- 4352945
- Firm CRD
- 171351