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Kirby Elliott

Newedge Securities, Inc.

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About Kirby Elliott

Kirby Elliott is a securities professional registered with Newedge Securities, Inc.. Kirby has been in the industry since June 23, 2021. Kirby has passed several securities exams, including the Series 63, Series 24, Series 52, Series 7 and the SIE. Kirby Elliott is registered in Pennsylvania.

Firm Information

Kirby Elliott is currently registered with Newedge Securities, Inc.. Newedge Securities, Inc. is a Corporation formed on December 14, 1981. The firm is registered with the SEC and in 53 states. Newedge Securities, Inc. has a history of disclosures including 7 Regulatory Events, 1 Civil Event, and 3 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

68

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.

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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Kirby Elliott’s Registration & Firm History

PA

06/24/2021 - Present

Newedge Securities, Inc. (PITTSBURGH PA)

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Licenses & Designations

BC

Issued 07/09/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2023

Series 24 - General Securities Principal Examination

BC

Issued 06/11/2024

Series 52TO - Municipal Securities Representative Examination

BC

Issued 06/24/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/26/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kirby Elliott.
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