Caylin J Parker
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, LLCJul 2026 to now
- LPL Financial LLCJul 2026 to now
- C & C Fun ServicesJan 2011 to now
- Massmutual Life Insurance CoJul 2024 to Jul 2026
- MML Investors Services, LLCJul 2024 to Jul 2026
- Nylife Securities LLCMar 2022 to Jul 2024
- New York Life CompanyJan 2022 to Jul 2024
- SchoolOct 2012 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 7525367
- Firm CRD
- 171351