Melissa Lee Herbert
Investment adviser representative at Newedge Advisors
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Newedge Advisors, LLCJul 2026 to now
- Wells Fargo Advisors Financial Network, LLCJul 2025 to Jul 2026
- TIAAMay 2023 to Jun 2025
- TIAA-CREF Individual & Institutional Services, LLCMay 2023 to Jun 2025
- Wamesit LanesMar 2023 to Mar 2025
- Mohanty Gargiulo LLCNov 2022 to Feb 2023
- Jefferies LLCOct 2021 to Aug 2022
- Raymond James & Associates, Inc.Jun 2019 to Oct 2021
- Dla PiperNov 2017 to Apr 2018
- DtccJun 2017 to Aug 2017
- National GridJun 2016 to Jan 2017
- University of TampaAug 2014 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
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
- 6940392
- Firm CRD
- 171351