Andrew S Diozzi
Investment adviser representative at Newedge Advisors
13 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
13 years in the industry.
- Newedge Advisors, LLCJun 2026 to now
- UnemployedJan 2026 to May 2026
- Concurrent Investment Advisors, LLCApr 2024 to Dec 2025
- Raymond James Financial Services Advisor, Inc.Oct 2022 to Apr 2024
- The Wealth StewardsMay 2022 to Dec 2025
- Raymond James Financial Services, Inc.May 2022 to Apr 2024
- UberSep 2018 to May 2022
- MFS Fund Distributors, Inc.Jul 2013 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6131998
- Firm CRD
- 171351