Bratie Michael Leary
Investment adviser representative at Newedge Advisors
10 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
10 years in the industry.
- Newedge Advisors, LLCSep 2026 to now
- LPL Financial LLCMar 2026 to now
- Northshore Wealth AdvisorsMar 2026 to now
- Louisiana State UniversityAug 2023 to Apr 2026
- Ochsner Medical CenterNov 2021 to Jul 2023
- Loyola University New OrleansJul 2021 to Aug 2022
- 84 LumberJan 2021 to Jun 2021
- Auburn UniversityAug 2017 to Dec 2020
- Georgia Southern UniversityAug 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 7060106
- Firm CRD
- 171351