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Emily Lynn Lebowitz

Newedge Advisors

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About Emily Lynn Lebowitz

Emily Lebowitz is a financial advisor with Newedge Advisors. Emily has been working in the industry since 2021. Emily is registered with the state of Connecticut and has licenses in the areas of Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7TO), and Uniform Combined State Law Examination (Series 66). Emily provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Emily also has experience working as a coach for a youth volleyball club and is a manager at Nesso Group.

Firm Information

Emily Lebowitz 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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Emily Lebowitz’s Registration & Firm History

CT

01/02/2024 - Present

Newedge Advisors (Milldale CT)

CT

06/12/2023 - 01/03/2024

CETERA ADVISOR NETWORKS LLC (MILLDALE CT)

CT

11/19/2021 - 05/30/2023

INFINEX INVESTMENTS, INC. (MERIDEN CT)

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Licenses & Designations

BOTH

Issued 04/14/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/19/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/20/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Emily Lynn Lebowitz.
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