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Amit Chopra

Newedge Advisors

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About Amit Chopra

Amit Chopra is a financial advisor with Newedge Advisors. Amit has been in the financial services industry for over 15 years. Amit has a Series 7, Series 63, Series 65 and SIE licenses. Amit holds the Certified Financial Planner designation. Amit has worked for several firms including Commonwealth Financial Network, Bruderman Brothers LLC, and Gary Goldberg & Co., Inc. Amit has experience providing financial planning, portfolio management and pension consulting services.

Firm Information

Amit Chopra is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amit Chopra’s Registration & Firm History

LA

11/01/2022 - Present

Newedge Advisors (NEW ORLEANS LA)

NY

06/01/2018 - 04/04/2019

COMMONWEALTH FINANCIAL NETWORK (New City NY)

NY

03/18/2015 - 06/12/2018

BRUDERMAN BROTHERS LLC (FISHKIILL NY)

NY

12/07/2006 - 03/18/2015

GARY GOLDBERG & CO., INC. (SUFFERN NY)

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Licenses & Designations

BC

Issued 01/31/2007

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/24/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amit Chopra.
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