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Stephen Andrew Coopersmith

Newedge Advisors

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About Stephen Andrew Coopersmith

Stephen Andrew Coopersmith is a financial advisor currently registered with Newedge Advisors. Stephen has been working in the financial industry since August 2013. Stephen holds licenses for Series 7, Series 66, and SIE. Stephen is also a Certified Financial Planner. Stephen works with a variety of clients including individuals, businesses, pension and profit-sharing plans, charitable organizations, and insurance companies. Stephen specializes in providing financial planning, portfolio management, and selection of other advisors. Prior to joining Newedge Advisors, Stephen was affiliated with Ameriprise Financial Services, Inc.

Firm Information

Stephen Coopersmith 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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Stephen Coopersmith’s Registration & Firm History

LA

12/09/2021 - Present

Newedge Advisors (NEW ORLEANS LA)

NH

08/08/2013 - 01/20/2016

AMERIPRISE FINANCIAL SERVICES, INC. (HAMPTON NH)

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Licenses & Designations

BOTH

Issued 12/11/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/20/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Andrew Coopersmith.
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