KP
Kyle Peter Smith
CRD 2142563
Firms
| Firm | Role | As of |
|---|---|---|
| Newedge Advisors, Llc | Registered representative | 07/20/2026 |
| Newedge Wealth, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Newedge Advisors, Llc
Vice President · Less than 5% · Nov 2024
-
Newedge Wealth, Llc
Executive Vice President · Less than 5% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗