Evan Michael Topor
Investment adviser representative at Newedge Advisors
15 yearsExperience
3 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
15 years in the industry.
- Newedge Advisors, LLC.Jun 2024 to now
- LPL Financial LLCJun 2024 to now
- Stonebridge Financial Partners, LLCOct 2014 to now
- Cetera Advisor NetworksJan 2017 to Jun 2024
- Cwm, LLCJan 2017 to Jun 2024
- LPL Financial LLCJan 2011 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 3 states (MI, NH, 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
- 5265153
- Firm CRD
- 171351