Adam Tyler Neelly
Investment adviser representative at Newedge Advisors
10 yearsExperience
2 statesRegistered in
$43.2BFirm assets
12 yearsFirm in business
Are you Adam Tyler Neelly? Claim your profile
Contact this firm
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 AdvisorsJan 2026 to now
- Newedge Securities LLCJan 2026 to now
- Ameriprise Financial Services, LLCAug 2021 to Jan 2026
- UnemployedJun 2021 to Jul 2021
- Ameriprise Financial Services, LLCJun 2020 to Aug 2020
- Ameriprise Financial Services, LLCJun 2019 to Aug 2019
- ChubbiesJun 2018 to Dec 2018
- University of MemphisAug 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 7119391
- Firm CRD
- 171351