Lake Charles, LA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Lake Charles LA
Advisors at this office
3
Advisors at this office
Danielle G
Series 66
Lake Charles, LA
Newedge Advisors
Danielle Granger is a financial advisor at NewEdge Advisors with 10 years of industry experience. She holds the Series 66 credential and has worked at NewEdge Advisors and LPL Financial since 2017, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 offers a range of services such as portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.
Dustin G
CFP®, Series 66
Lake Charles, LA
Newedge Advisors
Dustin Granger is a CFP®-designated financial advisor with NewEdge Advisors, based in Lake Charles, LA, and has 21 years of industry experience. He has held positions at NewEdge Advisors and LPL Financial since 2017, and previously worked with Wells Fargo Advisors and Wells Fargo Clearing. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations. The firm offers a broad range of portfolio management and consulting services, utilizing both in-house and third-party manager strategies supported by advanced technology and centralized due diligence.
Maxwell S
Series 66
Lake Charles, LA
Newedge Advisors
Maxwell Sprigg is a financial advisor at NewEdge Advisors with a Series 66 credential and five years of industry experience. He has worked at LPL Financial, LLC since 2021 and has been affiliated with NewEdge Advisors since 2019. Outside of finance, he is involved with Center Street Records, LLC, a business unrelated to investment advisory services. 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 representatives, utilizing both advisor-managed and model-based investment strategies alongside centralized due diligence and technology tools.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")