Sara Angelica Manning-bracho
Investment adviser representative at Newedge Advisors
17 yearsExperience
1 stateRegistered 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 2022 to now
- Mid Atlantic Capital CorporationJul 2017 to now
- Wfg InvestmentsOct 2009 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 5730294
- Firm CRD
- 171351