Rebecca A Bryan
Investment adviser representative at Newedge Advisors
14 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
14 years in the industry.
- Mid Atlantic Capital CorporationAug 2024 to now
- Newedge AdvisorsOct 2023 to now
- Newedge Securities IncOct 2023 to now
- Cetera Advisor NetworksAug 2019 to Oct 2023
- Bryan Advisory Services, LLCMar 2019 to Aug 2021
- Securities Brokerage ServicesNov 2018 to Oct 2023
- Bryan Funding Inc,Dec 2012 to Aug 2019
- Discovery Oil & GasJan 2012 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 5981043
- Firm CRD
- 171351