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Gautier F Wallaert

Newedge Advisors

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About Gautier F Wallaert

Gautier F. Wallaert is an Investment Advisor Representative associated with Newedge Advisors. Gautier is a licensed and registered representative who works in the financial services industry. Gautier has been in the financial services industry since 2004. Gautier has experience with various financial products and services, including securities, investment advisory, and financial planning. Gautier has a license to practice in New Hampshire. Gautier works at the Portsmouth office of Newedge Advisors, a firm specializing in providing investment advice.

Firm Information

Gautier Wallaert 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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Gautier Wallaert’s Registration & Firm History

NH

03/30/2023 - Present

Newedge Advisors (Portsmouth NH)

NH

10/21/2010 - 03/03/2023

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (HANOVER NH)

NH

09/13/2004 - 09/28/2010

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

BOTH

Issued 12/23/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/18/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gautier F Wallaert.
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