Adam B Heapy
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, LLC.May 2025 to now
- LPL FinancialJan 2025 to May 2025
- Acapulco Mexican Restaurant and BarSep 2022 to Jan 2025
- Hardin Buick/gmcFeb 2021 to Jun 2022
- In-n-out BurgerJan 2020 to Feb 2021
- Bayshore Building Interiors, Inc.Sep 2019 to Jan 2025
- Full Time StudentJan 2015 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8030392
- Firm CRD
- 171351