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Christopher Houghton

Investment adviser representative at Newedge Advisors
19 yearsExperience
1 stateRegistered in
$43.2BFirm assets
12 yearsFirm in business

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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

19 years in the industry.

  1. Newedge Advisors, LLC.May 2022 to now
  2. Mercer Global AdvisorsNov 2021 to May 2022
  3. Lake Point Advisory GroupApr 2019 to Nov 2021
  4. TD AmeritradeJul 2018 to Apr 2019
  5. Texas A&m Engineering Extension ServiceJan 2007 to Jul 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 1 state (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
6985862
Firm CRD
171351
Advisor's SEC record (opens in a new tab)
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