Cory A Paton
Investment adviser representative at Newedge Advisors
11 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
11 years in the industry.
- Newedge Advisors, LLCJan 2025 to now
- Stifel Financial CorporationJun 2023 to Jan 2025
- Guaranteed Rate AffinityJan 2022 to Jun 2023
- Abstrakt Marketing GroupAug 2021 to Dec 2022
- UnemployedMar 2021 to Aug 2021
- Suntrup KiaFeb 2018 to Feb 2021
- UnemployedAug 2017 to Jan 2018
- StudentJan 2015 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7772676
- Firm CRD
- 171351