Nina Caroline Mcdaniel
Investment adviser representative at Newedge Advisors
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Newedge AdvisorsMar 2025 to now
- Newedge Securities, LLCMar 2025 to now
- Bank of America, N.A.Sep 2018 to Mar 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2018 to Mar 2025
- Coyote UgliesOct 2016 to Mar 2017
- Regions BankAug 2016 to Aug 2018
- Florida State UniversityAug 2015 to Aug 2017
- FireflyAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7005845
- Firm CRD
- 171351