Michael H Bass
Investment adviser representative at Newedge Advisors
11 yearsExperience
1 stateRegistered in
$43.2BFirm assets
12 yearsFirm in business
Are you Michael H Bass? 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
11 years in the industry.
- Newedge Advisors, LLC.Mar 2024 to now
- LPL FinancialNov 2023 to now
- Jupiter Medical CenterNov 2022 to Oct 2023
- Baptist Health South FloridaFeb 2022 to Oct 2022
- Cultural Council of Palm Beach CountyOct 2021 to Jan 2022
- Ccs FundraisingFeb 2021 to Oct 2021
- Bass College Prep LLCJan 2015 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6372459
- Firm CRD
- 171351