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Peter Edward Mallett

Newedge Advisors

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About Peter Edward Mallett

Peter Mallett is an Investment Advisor Representative at Newedge Advisors. Peter has been in the industry since 1999 and is registered to provide investment advice in California, Texas and Utah. He is also a licensed Broker-Dealer in California, Texas, and Utah and has passed the Series 7, Series 63 and Series 65 exams. Peter has previous experience at Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated. Peter's specialties include providing investment advice to high net worth individuals, corporations and other businesses, pension and profit-sharing plans and charitable organizations.

Firm Information

Peter Mallett 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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Peter Mallett’s Registration & Firm History

LA

09/30/2021 - Present

Newedge Advisors (NEW ORLEANS LA)

UT

07/01/2003 - 05/17/2021

WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)

NY

12/07/1999 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/16/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Edward Mallett.
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