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Michael H Bass

Newedge Advisors

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About Michael H Bass

Michael H Bass is a financial advisor registered with NewEdge Advisors, an independent investment advisor firm. Michael has been in the financial services industry for 9 years and is registered with the state of Florida as an Investment Advisor Representative. Michael's specialties include financial planning, pension consulting, and selecting other advisers. Michael's past work experience includes roles at AEGIS CAPITAL CORP., LPL Financial, Bass College Prep LLC, CCS Fundraising, Cultural Council of Palm Beach County, Baptist Health South Florida, Jupiter Medical Center, and NewEdge Advisors, LLC.

Firm Information

Michael Bass 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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Michael Bass’s Registration & Firm History

LA

03/19/2024 - Present

Newedge Advisors (NEW ORLEANS LA)

NY

08/26/2014 - 01/20/2015

AEGIS CAPITAL CORP. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/29/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/09/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/2024

Series 7TO - General Securities Representative Examination

BC

Issued 12/05/2023

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael H Bass.
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