Cody Bennett
Investment adviser representative at Newedge Advisors
13 yearsExperience
1 stateRegistered in
$43.2BFirm assets
12 yearsFirm in business
Are you Cody Bennett? Claim your profile
Contact this firm
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
- LPL Financial LLCJun 2026 to now
- Clearview Veterinary HospitalAug 2016 to now
- Eagle Strategies LLCNov 2021 to May 2026
- Nylife Securities LLCOct 2020 to May 2026
- Safe Haven Defense Louisiana, LLCJun 2020 to Jul 2024
- P.J. Demarie and AssociatesNov 2019 to May 2026
- Ae Wealth Management, LLCMay 2019 to Nov 2019
- J.W. Cole Advisors, Inc.Apr 2019 to May 2019
- Global Financial Private Capital, LLCOct 2017 to Apr 2019
- Gregory Ricks & Associates IncSep 2013 to Oct 2019
- Gregory Ricks LLC dba Gregory Ricks & AssociatesSep 2013 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 6370406
- Firm CRD
- 171351