Brandon Bastuba
Investment adviser representative at Newedge Advisors
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Newedge AdvisorsAug 2026 to now
- Newedge Securities LLCAug 2026 to now
- UnemployedMay 2026 to Jul 2026
- Pacific Financial Group, Inc.Jul 2025 to Apr 2026
- IntellifloJan 2023 to Jul 2025
- UnemployedSep 2022 to Jan 2023
- Brinker Capital SecuritiesNov 2021 to Sep 2022
- Orion Portfolio Solutions, LLCNov 2021 to Sep 2022
- Assetmark Brokerage, LLCAug 2014 to Nov 2021
- Assetmark Financial, Inc.Aug 2014 to Nov 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 5343282
- Firm CRD
- 171351