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Stephen Matthew Berenson

Newedge Advisors

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About Stephen Matthew Berenson

Stephen Berenson is an investment advisor representative at Newedge Advisors. Stephen has been in the industry since June 2019. Stephen is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Stephen specializes in financial planning, pension consulting and selection of other advisors. Stephen also provides portfolio management for businesses and individuals. Stephen is a graduate of the University of Illinois at Urbana-Champaign.

Firm Information

Stephen Berenson 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 Berenson’s Registration & Firm History

LA

10/31/2022 - Present

Newedge Advisors (NEW ORLEANS LA)

IL

06/14/2019 - 11/09/2022

WELLS FARGO CLEARING SERVICES, LLC (ORLAND PARK IL)

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Licenses & Designations

BOTH

Issued 08/09/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/14/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/17/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Stephen Matthew Berenson.
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