Shamya Munni Ullah
Investment adviser representative at Newedge Advisors
17 yearsExperience
3 statesRegistered in
$43.2BFirm assets
12 yearsFirm in business
Are you Shamya Munni Ullah? 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
17 years in the industry.
- Newedge Advisors, LLCMay 2026 to now
- City National BankAug 2017 to May 2026
- RBC Capital Markets, LLCAug 2017 to May 2026
- Morgan Stanley Private Bank, National AssociationJan 2015 to Aug 2017
- Morgan Stanley Smith BarneyNov 2009 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 3 states (CA, CO, 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
- 5450553
- Firm CRD
- 171351