Neil Turner is a control person of Newedge Advisors and directly owns under 5% of it. Neil Turner holds a Bachelor of Arts in Political Science from Kenyon College.
Newedge Advisors is an investment adviser based in New Orleans, LA, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $43.2 billion, as filed on 1 October 2026. Its fees, ownership and offices are on the firm’s profile.
Neil Turner is Co-Founder of NewEdge Advisors and Chief Strategy Officer and Chief Revenue Officer of NewEdge Capital Group, the firm's parent company. He leads revenue and growth strategy across the organization, with a focus on mergers and acquisitions, advisor transitions, retention and strategic investments. He started his career at JP Morgan in New York City before joining iSeatz.com as its Chief Strategy Officer, where he met Alex Goss.
- CRD
- 6584184
- Firm
- Newedge Advisors · CRD 171351
- Role
- Partner/Founder/Co-CEO
- In role since
- January 2025 · 1 year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- New Orleans, LA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- newedgeadvisors.com
Where does Neil Turner work?
Neil Turner has been Partner/Founder/Co-CEO of Newedge Advisors, LLC since January 2025, and is a control person of the firm.
How can I verify Neil Turner’s record?
Neil Turner’s role is listed on Newedge Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 171351.
Alexander GossChief Executive Officer/Founder
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