Nicole Michelle Albrecht
Investment adviser representative at Newedge Advisors
25 yearsExperience
2 statesRegistered 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
25 years in the industry.
- Newedge Advisors, LLC.Sep 2024 to now
- Hub Investment Partners, LLCJul 2020 to Sep 2024
- Avantax Advisory ServicesOct 2019 to Mar 2020
- Avantax Investment Services, Inc.Oct 2019 to Mar 2020
- Rawdin-baron Financial, Inc.Mar 2013 to Jan 2020
- 1st Global Insurance Services, Inc.May 2008 to Oct 2019
- 1st Global Advisors, Inc.Jun 2007 to Oct 2019
- 1st Global Capital Corp.Sep 2006 to Oct 2019
- Financial Accounting Services, Inc.Feb 2001 to Oct 2021
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5073307
- Firm CRD
- 171351