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Terrence C

Series 63, Series 65

Arlington Heights, IL

Newedge Advisors

Terrence Crowley is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 credentials and has 42 years of industry experience. His prior roles include positions at Wells Fargo Advisors and LPL Financial. Outside of his advisory work, he serves as a caregiver for his disabled son. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a diverse range of portfolio management, financial planning, and consulting services, utilizing centralized due diligence and technology tools to support advisor and client needs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Anthony C

Series 66

Arlington Heights, IL

Newedge Advisors

Anthony Ceffalio is a financial advisor with NewEdge Advisors holding a Series 66 designation and two years of industry experience. His prior work history includes roles at LPL Financial and Athletico. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Frank N

Series 63, Series 66

Arlington Heights, IL

Newedge Advisors

Frank Nemeth is a financial advisor with NewEdge Advisors in Arlington Heights, IL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a wide range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Richard C

Series 63, Series 66

Arlington Heights, IL

Newedge Advisors

Richard Ceffalio Jr. is a financial advisor at NewEdge Advisors with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of advisory work, he is a licensed insurance agent. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services, combining in-house and third-party strategies supported by centralized due diligence and technology tools.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kyle C

Series 66

Arlington Heights, IL

Newedge Advisors

Kyle Crowley is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Wells Fargo Clearing and LPL Financial. Outside of his advisory work, he is involved with the Northwest Chargers Hockey Association in Mount Prospect, IL. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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