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David Symecko

Managing Director, Business Development at Newedge Advisors

Broker registration; no current adviser registrationSEC record checked 17 October 2026

0
Past adviser firms
5
Licensing exams

IAPD record retrieved 17 October 2026SEC record

David Symecko is Managing Director, Business Development of Newedge Advisors, LLC, a New Orleans investment adviser managing $43.2B. David Symecko has a current broker registration and no current investment-adviser registration and has passed 5 licensing exams.

Role at Newedge Advisors

Title on Schedule A
Managing Director, Business Development
Control
David Symecko is a control person of Newedge Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
David Symecko has held the filed role since January 2021.

The firm

Newedge Advisors, LLC
New Orleans, LA

Form ADV filed 1 October 2026

$43.2B AUM49,898 clients515 advisers234 offices

Career on record

Firms and exams, newest first
  1. Passed Series 99TO · 2023
  2. Passed SIE · 2018
  3. Passed Series 24 · 2005
  4. Passed Series 7 and Series 63 · 1997

Registrations and exams

Broker registration; no current adviser registration. David Symecko has passed 5 qualifying exams.

Examinations

Series 6321 October 1997
Name
Uniform Securities Agent State Law Examination
Series 2418 March 2005
Name
General Securities Principal Examination
Series 99TO2 January 2023
Name
Operations Professional Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 721 January 1997
Name
General Securities Representative Examination

Individual record

Full name
David Baron Symecko
CRD
2664055
Firm
Newedge Advisors, LLC
Registration status
Broker registration; no current adviser registration
Firm bio
newedgeadvisors.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

NewEdge describes David Symecko’s business-development role, including managing the NewEdge Advisors sales team and building advisor-community awareness. NewEdge Advisors official team biography

Education

Common questions

Where does David Symecko work?

David Symecko has been Managing Director, Business Development of Newedge Advisors, LLC since January 2021, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 1 October 2026

Does David Symecko have a current investment-adviser registration?

David Symecko has a current broker registration and no current investment-adviser registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has David Symecko passed?

David Symecko has passed 5 licensing exams: the Series 7, Series 63, Series 24, SIE and Series 99TO. The earliest, the Series 7, was passed in January 1997.

Source: IAPD individual record, checked 17 October 2026

Leadership at Newedge Advisors

  • Alexander Goss
    Chief Executive Officer/Founder
  • Justin Schoepf
    Vice President of Operations
  • Kyle Smith
    Vice President
  • Joseph Banco
    Chief Financial Officer and Treasurer
  • William Brand
    Chief Compliance Officer
  • Jeffrey Cutler
    Chief Experience Officer
  • Jennifer DeLoach
    Deputy Compliance Officer
  • Erin Sarver-Corbett
    Chief Operations Officer, Managing Director
  • David Schnier
    General Counsel and Secretary
  • Neil Turner
    Partner/Founder/Co-CEO

Sources

  1. IAPD individual record, CRD 2664055. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Newedge Advisors, LLC, filed 1 October 2026. Title, control and ownership bands.
  3. Newedge Advisors team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with David Symecko or Newedge Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.