Greenville, SC Verdae Blvd. Office
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Newedge Advisors
Enterprise
Firm-wide stats for Newedge Advisors
About
NewEdge Advisors is an enterprise‑scale registered investment adviser that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, trusts, estates and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad suite of services including comprehensive wrap and non‑wrap portfolio management, financial planning and consulting, retirement plan and pension consulting, referrals to third‑party managers, and access to sponsored advisory programs.
The firm operates multiple program structures—including advisor‑managed accounts, model‑based strategies, manager‑of‑managers platforms, and sponsored custodial programs—allowing solutions that combine in‑house manager selection with third‑party model portfolios and direct advisor discretion. NewEdge emphasizes centralized due diligence and ongoing monitoring of third‑party managers and model strategies, and uses technology tools such as held‑away account platforms and algorithmic model portfolios to support advisor and client needs.
Distinctive aspects of NewEdge include its recent, disclosed use of artificial intelligence in certain business operations and a firm‑level policy limiting advisory program fee charges to be no higher than the firm specifies (below some sponsor maxima), both noted as material changes in the most recent brochure. The firm has also moved away from its prior Limited Purpose Investment Agreement structure for new accounts, retains a standardized account maintenance charge that is kept by the firm (which advisors may elect to cover for clients), and operates alongside affiliated broker‑dealer, insurance and trust entities—arrangements the brochure discloses and that can affect custody, sweep and product‑selection practices.
Based on Newedge Advisors
Location
124 Verdae Blvd.
Greenville SC 29607
Advisors at this office
5
Advisors at this office
Kathaleen M
Series 66
Greenville, SC
Newedge Advisors
Kathaleen Muilwyk is a financial advisor at NewEdge Advisors with 21 years of industry experience. She holds the Series 66 designation and has worked at NewEdge Securities, Inc. since 2022, following nine years at Raymond James & Associates. 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 adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a variety of program structures and technology tools to support advisors and clients.
Kenneth B
Series 66
Greenville, SC
Newedge Advisors
Kenneth Brace is a financial advisor at NewEdge Advisors with five years of industry experience. He holds a Series 66 designation and has previously worked at NewEdge Securities, Raymond James & Associates, JMI Sports, and Peach Bowl Inc. Mr. Brace serves as Treasurer for the Greenville Clemson Club, a nonprofit organization. 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 and consulting services and utilizes multiple program structures with centralized due diligence and technology tools to support advisor and client needs.
Graham H
Series 66
Greenville, SC
Newedge Advisors
Graham Howle Jr. is a financial advisor at NewEdge Advisors with a Series 66 credential. He has been working with NewEdge Advisors since 2026 and has prior experience at Sentinel Spark, The Citadel, and other firms. Outside of his advisory role, he has been involved with the Greenville Drive Baseball Team and Hogan Howle Enterprises. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management and consulting services and utilizes both in-house and third-party strategies supported by technology tools and centralized due diligence.
Emory H
Series 66
Greenville, SC
Newedge Advisors
Emory Hendrix Jr. is a financial advisor at NewEdge Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates for nine years before joining NewEdge Advisors and NewEdge Securities in 2022. Hendrix serves as treasurer on the board of the Greenville Zoo Foundation, managing budgeting, financial reporting, and risk management. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services with multiple program structures combining in-house and third-party manager strategies.
Anthony P
Series 63, Series 65
Greenville, SC
Newedge Advisors
Anthony Panuccio is a financial advisor at NewEdge Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for nine years. He serves as a trustee of a family trust. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent representatives, offering a range of portfolio management, financial planning, and consulting services combined with centralized manager due diligence and technology-enabled solutions.
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