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Daniel H

Series 63, Series 65

Jamestown, NY

Newedge Advisors

Daniel Hocking is a financial advisor at NewEdge Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Mid Atlantic Capital Corporation, Budell Overcash Anderson & Co., Inc., and Merrill. Outside of his advisory role, he serves on the board of the Westfield Hospital Foundation and is co-owner of a wealth management business in Jamestown, NY. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, employing multiple program structures and technology tools to support both advisor and client needs.

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

Series 63, Series 65, Series 66

Jamestown, NY

Newedge Advisors

Joseph Cerrie Sr. is a financial advisor with NewEdge Advisors who holds Series 63, 65, and 66 licenses and has 25 years of industry experience. His career includes roles at Mid Atlantic Capital Corporation and Budell Overcash Anderson & Co., Inc. He is also a co-owner of First Affiliated of the Chautauqua Region, a wealth management firm, and has owned Heanans Pub since 2000. 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 wide range of portfolio management and financial planning services through independent adviser representatives and emphasizes centralized due diligence and technology-supported advisory solutions.

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