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Patrick Andrew Rivers

Newedge Advisors

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About Patrick Andrew Rivers

Patrick Rivers is a registered investment advisor representative with Newedge Advisors, based in New Orleans, Louisiana. Patrick has been in the financial services industry since 2020 and holds the Series 66, Series 7 and SIE licenses. Patrick's experience includes time with Raymond James & Associates and State Farm Insurance. Patrick specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations.

Firm Information

Patrick Rivers 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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Patrick Rivers’s Registration & Firm History

GA

05/09/2024 - Present

Newedge Advisors (Newnan GA)

GA

08/06/2021 - 05/02/2024

RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 04/20/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/06/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/26/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Andrew Rivers.
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