Irvine, CA Office

Alain Brito is a financial advisor at NewEdge Advisors with six years of industry experience. He holds a Series 66 credential and has worked at firms including Securities America Advisors and John Stokes Financial. Brito is also an associate financial advisor with PacificView Wealth Management. 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, using multiple program structures and technology tools to support both advisors and clients.

Nvard Ter Matevosyan is a Series 66-licensed financial advisor with eight years of industry experience. She currently works with NewEdge Advisors and NewEdge Securities Inc, having previously held roles at Bank of America and Merrill. Ter Matevosyan is a general partner of God First Enterprises LLC, a for-profit entity. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a broad range of portfolio management, financial planning, consulting services, and access to sponsored advisory programs, utilizing both in-house manager selection and third-party model portfolios.

Pedro Garcia is a Series 65 credentialed advisor at NewEdge Advisors with one year of industry experience. Prior to joining NewEdge Advisors, he held roles at PacificView Wealth Management and various positions in the automotive and racing industries, including Porsche Experience Center LA and Kinetix Racing. 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, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and centralized due diligence to support client needs.

Reese Roberts is a Series 66 credentialed financial advisor with 11 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2022, following prior roles at Securities America Advisors and Investacorp Advisory Services. In addition to his advisory work, he is also licensed as an insurance agent. 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 range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing both in-house and external strategies supported by centralized due diligence and technology tools.

Robert Davies is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of his advisory role, Davies is involved in insurance sales, offering products including health, Medicare, long-term care, life insurance, and fixed annuities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a broad range of services such as portfolio management, financial planning, consulting, and access to sponsored advisory programs through various program structures and a centralized due diligence process.

Brandon Morenz is a financial advisor with NewEdge Advisors in Irvine, CA, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked at NewEdge Advisors since 2022 and previously at Securities America Advisors, Investacorp, and John Stokes Financial. Outside of advisory work, he is a managing partner at PacificView Wealth Management and serves as successor trustee of the Morenz Family Trust. 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 portfolio management, financial planning, retirement consulting, and access to third-party managers through multiple program structures that combine in-house manager selection with advisor discretion and emphasizes centralized due diligence and technology integration.