Working With Us

Types of Clients We Work With

Given that we are investment advisor representatives of NewEdge Advisors, LLC, and registered representatives of NewEdge Securities, Inc., not merely stock brokers, we intentionally maintain a small, select group of clients. All of which have our personal cell phone numbers so that we are accessible to them beyond normal hours of business.

Currently we count among many of our clients:

  • Individuals and Families
  • Attorneys and Trustees
  • Accountants
  • Associations, Corporations and Non-Profit Organizations
  • Retirement Plan Sponsors and Participants
  • We work with clients throughout the country. Many have been with us for more than two decades and we have developed deep and long-lasting friendships.