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Brent Stephen Hillerich

Newedge Advisors

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About Brent Stephen Hillerich

Brent Stephen Hillerich is a financial advisor with Newedge Advisors. Brent has been in the industry since March 2001 and is registered to provide investment advisory services in Florida, New Hampshire and Texas. Brent holds the Series 7 and Series 66 securities licenses, and the SIE exam. Brent Stephen Hillerich is a CERTIFIED FINANCIAL PLANNER™ professional. Brent has experience working with high net worth individuals, corporations, other businesses, charitable organizations, pension and profit sharing plans and other investment advisors.

Firm Information

Brent Hillerich 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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Brent Hillerich’s Registration & Firm History

LA

11/01/2021 - Present

Newedge Advisors (NEW ORLEANS LA)

FL

03/30/2001 - 10/17/2017

AMERIPRISE FINANCIAL SERVICES, INC. (SARASOTA FL)

MN

03/30/2001 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 09/09/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/17/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brent Stephen Hillerich.
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