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Claire Renae Stanford

Investment adviser representative at Newedge Advisors
26 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

26 years in the industry.

  1. Newedge Advisors, LLC.May 2023 to now
  2. Ahrens Investment Partners, LLCFeb 2018 to now
  3. Stanford & AssociatesAug 2000 to now

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (LA).

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
4425964
Firm CRD
171351
Advisor's SEC record (opens in a new tab)
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