Taylor Grace marie Huddle
Investment adviser representative at Newedge Advisors
13 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
13 years in the industry.
- Newedge AdvisorsJan 2026 to now
- Newegde Securities LLCJan 2026 to now
- Ameriprise Financial Services, LLCJun 2024 to Jan 2026
- Walgreens Boots AllianceJun 2023 to Aug 2023
- Ciee Business and CultureJan 2023 to Apr 2023
- Ameriprise Financial Services, LLCMay 2022 to Aug 2022
- Radian GroupJun 2021 to Aug 2021
- University of Wisconsin MadisonSep 2020 to May 2024
- Radian GroupJun 2020 to Aug 2020
- Cascade Bay WaterparkJun 2019 to Aug 2019
- District 196 SchoolsJan 2013 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7565229
- Firm CRD
- 171351