Carlsbad, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$39,707,639,014
ClientsTotal clients
48,809
AdvisorsAdvisors at this office
2
Of 604 advisors across 249 offices
Location
Carlsbad CA
Advisors at this office
2
Advisors at this office
Laila K
Series 66
Carlsbad, CA
Newedge Advisors
Laila Khosroabadi is a financial advisor with NewEdge Advisors and holds a Series 66 designation, bringing 13 years of industry experience. She also practices law through her own firm, Laila Khosroabadi, Attorney at Law. Her background includes legal and financial roles at several firms, including Bremer Whyte Brown & O'Meara and Veritext Legal Solutions. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, employing multiple program structures and technology tools to support advisors and clients.
Cari L
Series 66, Series 65
Carlsbad, CA
Newedge Advisors
Cari Leamy is a financial advisor at NewEdge Advisors with five years of industry experience. She holds the Series 65 and Series 66 credentials and has worked at several firms, including Brighton Jones and Refresh Investments, before joining NewEdge Advisors in 2025. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, and other entities through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, combining in-house manager selection with third-party strategies and leveraging technology such as algorithmic model portfolios and held-away account platforms.
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