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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Newedge Wealth have?","answer":"Newedge Wealth has 90 investment adviser representatives registered with state securities authorities, out of 211 employees, and 99 perform investment advisory functions. 94 are registered representatives of a broker-dealer and 41 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Newedge Wealth invest in?","answer":"At the end of its last fiscal year, Newedge Wealth’s separately managed accounts held 43% exchange-traded equities, 22% registered funds (mutual funds, ETFs, BDCs), 11% state and local bonds, 10% pooled vehicles (private funds and similar), 5% investment grade corporate bonds, 4% U.S. government and agency bonds, 4% cash and equivalents and 1% non-exchange-traded equities. 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