Carl Joseph cuddy Ermelbauer
Investment adviser representative at Newedge Advisors
7 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
7 years in the industry.
- Newedge Advisors, LLC.Oct 2023 to now
- Wealthsource Partners, LLCMar 2020 to Oct 2023
- Wealthsource Partners, LLCDec 2019 to Feb 2020
- International Assets Advisory, LLCMay 2019 to Nov 2019
- American Financial Network Advisory Services, LLCOct 2018 to Nov 2019
- Dfpg Investments, Inc.Oct 2018 to Dec 2018
- UnemployedAug 2018 to Sep 2018
- Ameriprise Financial Services, Inc.Jan 2018 to Jul 2018
- Central Strategies LLCAug 2017 to Jan 2018
- JP Morgan Securities LLCJun 2016 to Aug 2017
- JPMorgan Chase Bank, N.A.Jun 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 6674215
- Firm CRD
- 171351