Collin Matthew Bode
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 Advisors, LLC.Apr 2024 to now
- LPL Financial LLCAug 2023 to now
- Collin Bode PhotographyMay 2023 to now
- Block AdvisorsOct 2022 to May 2023
- Bob Jones UniversityAug 2022 to Oct 2022
- AmazonMay 2022 to Aug 2022
- AldiFeb 2021 to May 2022
- Bob Jones UniversityAug 2020 to Jan 2021
- MeijerJan 2020 to Aug 2020
- Northside Christian SchoolJan 2013 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 7797477
- Firm CRD
- 171351