Robert Taylor Maks
Investment adviser representative at Newedge Advisors
11 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
11 years in the industry.
- Newedge Advisors, LLC.Jun 2024 to now
- LPL Financial LLCJun 2024 to now
- Stonebridge Financial PartnersApr 2018 to now
- Cwm, LLCFeb 2019 to Jun 2024
- Cetera Advisor NetworksOct 2018 to Jun 2024
- Optimity AdvisorsSep 2015 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 6938053
- Firm CRD
- 171351