Dennis Lewis Schlegel
Investment adviser representative at Newedge Advisors
16 yearsExperience
2 statesRegistered in
$43.2BFirm assets
12 yearsFirm in business
Are you Dennis Lewis Schlegel? Claim your profile
Contact this firm
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
16 years in the industry.
- Newedge Advisors, LLC.Jun 2023 to now
- LPL Financial, LLCJun 2023 to now
- MML Investors ServicesMay 2017 to Jun 2023
- MassmutualApr 2017 to Jun 2023
- Gitterman Wealth Management, LLCAug 2014 to Apr 2017
- Triad Advisors IncApr 2010 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 5149840
- Firm CRD
- 171351