Cody Orville Brooks
Investment adviser representative at Newedge Advisors
7 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
7 years in the industry.
- Newedge Advisors, LLC.Jul 2022 to now
- LPL Financial LLCMay 2022 to now
- Corewealth Financial AdvisorsMar 2022 to Jul 2022
- Mckenzie County School DistrictJan 2022 to Mar 2022
- Silver Fox Pipeline & Facility Services, Inc.Jun 2021 to Dec 2021
- First International Bank & TrustMay 2018 to Jun 2021
- Mckenzie County School DistrictAug 2017 to May 2018
- Valley City State UniversityJan 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (ND, 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
- 7496245
- Firm CRD
- 171351