Stephen Matthew Berenson
Investment adviser representative at Newedge Advisors
12 yearsExperience
2 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
12 years in the industry.
- Newedge AdvisorsOct 2022 to now
- Newedge Securities, IncOct 2022 to now
- Wells Fargo Clearing Services, LLCApr 2019 to Oct 2022
- Cooper's Hawk Winery & RestaurantSep 2014 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 5542992
- Firm CRD
- 171351