Bryan Delorum Norris
Investment adviser representative at Newedge Advisors
17 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
17 years in the industry.
- Newedge AdvisorsJun 2020 to now
- Newedge Advisors, LLC (formerly: Gwm Advisors, LLC)Jun 2020 to now
- Capital Wealth Management Group, LLCApr 2017 to now
- LPL Financial, LLCApr 2017 to now
- UnemployedDec 2016 to Mar 2017
- Nylife Securities, LLCMay 2013 to Nov 2016
- The Hudson Financial GroupOct 2009 to Nov 2016
- New York Life Insurance CoApr 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 5654832
- Firm CRD
- 171351