Matthew Mccabe Tucker-varas
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, LLCAug 2021 to now
- Fidelity BankJan 2020 to Jun 2021
- Nylife Securities LLCOct 2019 to Dec 2019
- New York Life Insurance CoJun 2019 to Dec 2019
- Lemon-mohler Insurance AgencyMay 2018 to Aug 2018
- Mississippi State UniverisityAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 7090639
- Firm CRD
- 171351