Alexander Goss has been Chief Executive Officer/Founder of Newedge Advisors since January 2023, is a control person of the firm and directly owns under 5% of it. Alexander Goss studied at Louisiana State University.
Newedge Advisors, LLC is a New Orleans, LA firm with $43.2B under management, 49,898 clients and 515 advisers across 100 offices, as of its October 2026 filing.
Alex Goss is Co-Founder and CEO of NewEdge Advisors and Co-Managing Partner of NewEdge Capital Group. Before leading NewEdge Advisors, he built the advisory practice he ran with his father into Goss Advisors, which NewEdge Capital Group acquired and rebranded as NewEdge Advisors. Earlier he worked at iSeatz.com in New York City, where he met Neil Turner, and the two went on to co-found AdverCar.com.
Alexander Goss’ longest registration is the current one, 12 years at Newedge Advisors since 2014. Before joining Newedge Advisors in 2014, Alexander Goss was registered through Wells Fargo Advisors Financial Network, LLC and Wells Fargo Advisors, LLC.
- Newedge AdvisorsCurrent– present · 12 yearsNew Orleans, LA · Adviser representative · Firm CRD 171351
- Wells Fargo Advisors Financial Network, LLC– · 1 yearBaton Rouge, LA · Adviser representative · Firm CRD 11025
- Wells Fargo Advisors, LLC– · 3 yearsNew Orleans, LA · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Alexander Goss is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in June 2014.
- LouisianaSince 23 June 2014
- TexasResidentSince 24 June 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 May 2009 |
| Series 7 | General Securities Representative Examination | 11 May 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Alexander Thomas Goss
- CRD
- 5653571
- Firm
- Newedge Advisors · CRD 171351
- Role
- Chief Executive Officer/Founder
- Office
- 858 CAMP STREET, New Orleans, LA 70130
- Registration
- Investment adviser registration
- In the industry since
- May 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- newedgeadvisors.com
Where does Alexander Goss work?
Alexander Goss has been Chief Executive Officer/Founder of Newedge Advisors, LLC since January 2023, and is a control person of the firm.
Is Alexander Goss a financial advisor?
Yes. Alexander Goss has a current investment-adviser registration in Louisiana and Texas, through Newedge Advisors since June 2014.
How many years of experience does Alexander Goss have?
Alexander Goss has 17 years in the financial industry, since May 2009, across 3 adviser firms.
What exams has Alexander Goss passed?
Alexander Goss has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2009. FINRA credited Alexander Goss with the SIE, which began in October 2018.
Where did Alexander Goss work before Newedge Advisors?
Before Newedge Advisors, Alexander Goss was registered through Wells Fargo Advisors Financial Network, LLC, December 2012 to June 2014; Wells Fargo Advisors, LLC, June 2009 to December 2012.
Where is Alexander Goss based?
Alexander Goss’ registered office is in New Orleans, LA.
Is Alexander Goss registered with FINRA?
No. Alexander Goss has no current broker registration.
How can I verify Alexander Goss’ record?
Search CRD 5653571 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alexander Goss’ full registration record.
Justin SchoepfVice President of Operations- Kyle SmithVice President
- Joseph BancoChief Financial Officer and Treasurer
William BrandChief Compliance Officer
Jeffrey CutlerChief Experience Officer
Jennifer DeLoachDeputy Compliance Officer- Erin Sarver-CorbettChief Operations Officer, Managing Director
- David SchnierGeneral Counsel and Secretary
David SymeckoManaging Director, Business Development
Neil TurnerPartner/Founder/Co-CEO