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Heather Lee Law

Newedge Advisors

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About Heather Lee Law

Heather Law is a financial advisor with Newedge Advisors. Heather holds Series 7TO, Series 66, and SIE licenses, and has been in the industry since 2021. Heather is a licensed investment advisor representative in Virginia and has experience in investment management for individuals and businesses. Newedge Advisors is a large financial advisory firm with approximately $10 billion to $50 billion in assets under management. They specialize in providing investment management, financial planning, and selection of other advisors.

Firm Information

Heather Law 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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Heather Law’s Registration & Firm History

LA

03/15/2024 - Present

Newedge Advisors (NEW ORLEANS LA)

FL

12/01/2023 - 03/15/2024

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

VA

01/07/2021 - 08/14/2023

EDWARD JONES (CULPEPER VA)

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Licenses & Designations

BOTH

Issued 02/11/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/07/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/02/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Heather Lee Law. Review regulatory record here.
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