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Wealth Management
Advisor Solutions
Trading Services
About
Let’s Talk

Wealth Management
Advisor Solutions
Trading Services
About
Let’s Talk
Wealth Management Clients

Third Party Manager Form ADV

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Third Party Manager Form ADV
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Third Party Manager Form ADV Brochures

Attached below please find the Form ADV Part 2A for certain Third Party Investment Managers.

Asset Preservation Advisors, LLC CRS & ADV
Belle Haven Investments, L.P. CRD & ADV
BlackRock Investment Management CRS & ADV
Bramshill Investments, LLC CRS & ADV
Cambiar Investors CRS & ADV
Cincinnati Asset Management Inc. CRS & ADV
Delaware Investments (Macquarie) CRS & ADV
Dolan McEniry Capital Management, LLC CRS & ADV
Ducenta Squared Asset Management CRS & ADV
Federated Investment Counseling CRS & ADV
First Eagle Investment Management, LLC CRS & ADV
GW&K Investment Management, LLC CRS & ADV
Hamlin Capital Management CRS & ADV
JP Morgan Investment Management Inc. CRS & ADV
Lyrical Asset Management LP CRS & ADV
Madison Investments / Reinhart Partners CRS & ADV
Neuberger Berman Investment Advisers LLC CRS & ADV
Nuveen Asset Management, LLC CRS & ADV
O’Shaughnessy Asset Management CRS & ADV
Parametric Portfolio Associates LLC CRS & ADV
Pinnacle Associates, Ltd CRS & ADV
Polen Capital Management, LLC CRS & ADV
Seix Investment Advisors LLC CRS & ADV
Western Asset Management (Franklin Templeton) CRS & ADV

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© , NewEdge Capital Group, LLC

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FOR PROFESSIONAL USE ONLY.

Investment advisory services provided by NewEdge Advisors, LLC and NewEdge Wealth, LLC, our SEC registered investment advisers. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC, NewEdge Wealth, LLC, and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC.

Kyle Smith, President of NewEdge Securities

Kyle Smith

President, NewEdge Securities

Mr. Smith is the President of one of NewEdge Capital Group’s subsidiaries, NewEdge Securities, Inc. From 2005 through 2022, he served as Senior Vice President of Mid Atlantic Capital Group, overseeing advisor services, which included investment management research, development and management of proprietary advisor-facing programs and services, advisor support services and customer data management and reporting. From 2000 to 2005, he served as Chief Investment Officer of Longboat Capital Management. While at Longboat, Mr. Smith focused primarily on the firm’s hedge fund investment portfolios. Prior to Longboat, Mr. Smith served as a Vice President with Mid Atlantic Capital Group, in its product management area. Mr. Smith became licensed as a Certified Public Accountant while employed at the start of his career with the international accounting firm of Ernst & Young. Mr. Smith received his Bachelor of Science Degree in Business Administration and Accounting from the University of Pittsburgh.

Neil Turner

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Neil Turner

Chief Revenue Officer, NewEdge Capital Group | Co-CEO, Fo-Founder, NewEdge Advisors

Neil is the Chief Revenue Officer of NewEdge Capital Group and the Co-CEO and Co-Founder of one of its subsidiaries, NewEdge Advisors. As Co-CEO, Neil oversees all aspects of NewEdge Advisors from business development, operations, transitions, technology, retention and investments.

Neil has a strong track record of taking great business ideas and turning them into exceptional companies, such as NewEdge Advisors. After starting his career at JP Morgan, Neil made his way to New Orleans-based technology firm, iSeatz.com, as their Chief Strategy Officer. It was there that he met current business partner, Alex Goss. The two went on to form AdverCar.com before co-founding what is known today as NewEdge Advisors. As Co-CEOs, they continue to develop NewEdge Advisors into one of the most advisor-first firms in the nation.

Neil graduated from Kenyon College with a Bachelor of Arts degree in Political Science. He was born and raised in New York City and currently resides in New Orleans. Outside of work, he enjoys running, playing golf and supporting local charities.

Alex Goss

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Alex Goss

Managing Partner, NewEdge Capital Group | Co-CEO, Co-Founder, NewEdge Advisors

Alex is a Managing Partner of NewEdge Capital Group and the Co-CEO and Co-Founder of one of NewEdge Capital Group's subsidiaries, NewEdge Advisors. Prior to serving as CEO of NewEdge Advisors, Alex built he and his father’s personal advisory practice into the $8 billion RIA, Goss Advisors. Goss Advisors was subsequently acquired by NewEdge Capital Group and rebranded as NewEdge Advisors.

In his role, Alex is fully dedicated to understanding what successful advisors need and what they do not. His mission is to provide advisors with the tools and flexibility they require to better serve their clients without the limitations wirehouses and big banks force on advisors.

Alex graduated from Louisiana State University and moved to New York City where he worked for the New Orleans-based technology firm iSeatz.com. It was there that Alex met current business partner, Neil Turner, and they both went on to co-found AdverCar.com. After developing the business plan into a Silicon Valley venture capital-backed advertising firm, he moved to New Orleans to join his father, Jerry Goss, as a financial advisor. From there, it didn’t take long for the idea of what has become NewEdge Advisors to be born.

Alex lives in New Orleans with his wife and two sons. In his free time, he enjoys golf, hunting and fishing. He is also passionate about supporting our nation's most valuable asset, its youth. Alex supports and volunteers with multiple organizations that provide education, mentorship and cultural enrichment to kids in need.