Seth Ashby Liskey
Investment adviser representative at Newedge Advisors
21 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
21 years in the industry.
- Newedge AdvisorsMar 2024 to now
- Newedge Securities IncMar 2024 to now
- Middlebrook WealthApr 2023 to Mar 2024
- Slfs, LLCApr 2020 to Mar 2024
- Bcs Holdings, LLCFeb 2020 to Mar 2024
- Freedom Street PartnersFeb 2020 to Mar 2024
- Raymond James Financial Services Advisors, Inc.Feb 2020 to Mar 2024
- Raymond James Financial Services, Inc.Feb 2020 to Mar 2024
- Tbsl, LLCFeb 2020 to Dec 2021
- Edward JonesApr 2005 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 3 states (NE, TX, VA).
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
- 4858664
- Firm CRD
- 171351