Le Xiong
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 Advisors, LLC.May 2022 to now
- LPL Financial LLCNov 2021 to now
- Ameriprise Financial Service, LLCJun 2021 to Nov 2021
- Queens University Residence Life / Center for Student SuccessAug 2019 to May 2021
- SiemensJun 2019 to Sep 2020
- Queens University of CharlotteSep 2018 to Jun 2021
- Michigan Technological UniversitySep 2017 to Sep 2018
- Lehu Sport ManagementMay 2017 to Aug 2018
- Mouratoglou AcademySep 2013 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7406433
- Firm CRD
- 171351