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Mary Kenny Ewasyshyn

Newedge Advisors

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About Mary Kenny Ewasyshyn

Mary Kenny Ewasyshyn is a financial advisor with over 35 years of experience in the industry. Mary is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT® professional. Mary is currently registered with Newedge Advisors, LLC and devotes 160 hours per month to this activity during trading hours. Mary provides advisory services through Newedge Advisors, LLC, a registered investment advisor, doing business as (DBA) E & E Wealth. Mary is also registered with Newedge Securities Inc. Mary has previously worked for Ameriprise Financial Services, LLC and IDS Life Insurance Company. Mary's previous experience spans 35 years. Mary has earned the Series 63, SIE, and Series 7 licenses.

Firm Information

Mary Ewasyshyn 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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Mary Ewasyshyn’s Registration & Firm History

MI

09/06/2022 - Present

Newedge Advisors (Troy MI)

MI

09/06/2022 - 10/27/2023

NEWEDGE SECURITIES, INC. (Troy MI)

MI

08/21/1986 - 09/14/2022

AMERIPRISE FINANCIAL SERVICES, LLC (Novi MI)

MN

08/21/1986 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 09/12/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mary Kenny Ewasyshyn.
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