Amit Chopra
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, LLC.Nov 2022 to now
- Advisors Capital Management, LLCApr 2019 to now
- Forefront Wealth Planning and Asset ManagementJun 2018 to now
- Commonwealth Financial NetworkJun 2018 to Mar 2019
- Bruderman Asset Management, LLCMar 2015 to Jun 2018
- Bruderman Brothers LLCMar 2015 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 3 states (CT, FL, NJ).
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
- 5237374
- Firm CRD
- 171351