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Collin B
Series 66
Greenville, SC
Newedge Advisors
Collin Bode is a financial advisor at NewEdge Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Block Advisors. Outside of finance, he owns Collin Bode Photography, a separate business focused on photography. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support client and advisor needs.
Stephen S
Series 66
Greenville, SC
Newedge Advisors
Stephen St John is a financial advisor at NewEdge Advisors with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Outside of his advisory work, he is involved in farming through Lake Cunningham Farms. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management and consulting services through a network of independent adviser representatives, combining in-house and third-party investment solutions supported by centralized due diligence and technology tools.
Daniel S
Series 63, Series 66
Greenville, SC
Newedge Advisors
Daniel Steele is a financial advisor at NewEdge Advisors with 16 years of industry experience. His prior roles include positions at Bank of America and Merrill. He holds Series 63 and Series 66 designations. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management and consulting services, utilizing both in-house and third-party strategies with ongoing due diligence and technology-supported solutions.
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