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Seth Ashby Liskey

Newedge Advisors

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About Seth Ashby Liskey

Seth Ashby Liskey is a financial advisor with over 18 years of experience in the industry. Seth is currently registered with Newedge Advisors and has been active in the financial industry since January 18, 2005. Seth is a Certified Financial Planner and holds the Series 7, Series 63, and Series 66 securities licenses. Seth's previous employment includes experience with Edward Jones, Raymond James Financial Services, Inc., and Susquehanna Capital Group. Seth specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Seth has a strong focus on providing financial advice to high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.

Firm Information

Seth Liskey 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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Seth Liskey’s Registration & Firm History

VA

03/15/2024 - Present

Newedge Advisors (Staunton VA)

VA

02/14/2020 - 03/14/2024

RAYMOND JAMES FINANCIAL SERVICES, INC. (Staunton VA)

VA

04/15/2005 - 02/17/2020

EDWARD JONES (STAUNTON VA)

PA

10/20/2004 - 01/13/2005

SUSQUEHANNA CAPITAL GROUP (BALA CYNWYD PA)

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Licenses & Designations

BOTH

Issued 12/08/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/21/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Seth Ashby Liskey.
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