Caleb Sheng
Investment adviser representative at Newedge Advisors
15 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
15 years in the industry.
- Newedge Advisors, LLC.Dec 2023 to now
- Raymond James Financial Services, IncNov 2020 to now
- Sheng Law Group PllcJun 2011 to now
- Raymond James Financial Services Advisors, Inc.Sep 2022 to Dec 2023
- Waldo Wealth PartnersNov 2020 to Dec 2023
- Smj Consulting Services LLCApr 2015 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7313888
- Firm CRD
- 171351