Maximus Michael Disesa
Investment adviser representative at Newedge Advisors
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$43.2BFirm assets
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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.
- Newedge AdvisorsFeb 2026 to now
- Newedge Securities LLCFeb 2026 to now
- Ameriprise Financial Services, IncSep 2019 to Feb 2026
- Kingsview Asset ManagementDec 2016 to Sep 2019
- Edward JonesAug 2012 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NH, NY).
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
- 6108215
- Firm CRD
- 171351