New Orleans, LA Camp Street logo

New Orleans, LA Camp Street Office

Team
Updated today

Client AUM

$39,707,639,014

Clients

48,809

Advisors

112

Of 600 advisors across 246 offices

Location

858 Camp Street

New Orleans LA 70130

Advisors at this office

112

Advisors at this office

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Arlen L

Series 63

New Orleans, LA

NEwEdge Advisors

Arlen Ledet is a financial advisor at NewEdge Advisors with 41 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and advanced technology tools.

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

Series 63, Series 66

New Orleans, LA

NEwEdge Advisors

Courtney Troyano is a financial advisor at NewEdge Advisors with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Troyano operates ClearPath Wealth Partners, an investment-related business conducted through NewEdge Advisors. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

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

Series 63, Series 65

New Orleans, LA

NEwEdge Advisors

Tony Smith is a financial advisor at NewEdge Advisors with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including UBS Financial Services and Stonegate Investment Group. Outside of his advisory role, he is involved in managing a timber farming and wildlife management business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology tools to support client needs.

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

Series 66

New Orleans, LA

NEwEdge Advisors

Robert Smith Jr. is a Series 66-registered financial advisor with NewEdge Advisors in New Orleans, LA, bringing 14 years of industry experience. He previously worked for Edward Jones from 2012 to 2026 before joining NewEdge Advisors and NewEdge Securities in 2026. 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 investment adviser representatives. The firm offers a broad range of portfolio management and consulting services, utilizing centralized due diligence and technology tools to support advisors and clients.

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

Series 63, Series 65

New Orleans, LA

NEwEdge Advisors

Kristiaan De Roos is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He previously worked at Raymond James & Associates for 11 years before joining NewEdge Advisors and NewEdge Securities in 2024. In addition to his advisory role, Mr. De Roos provides services through Sage Capital Wealth, an affiliated registered investment advisor. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services and integrates technology and centralized due diligence to support advisor-managed, model-based, and manager-of-managers investment approaches.

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

Series 65, Series 66

New Orleans, LA

NEwEdge Advisors

Brandon Papa is a financial advisor with NewEdge Advisors in Shreveport, LA, holding Series 65 and Series 66 licenses and bringing 28 years of industry experience. He has been with NewEdge Advisors since 2016 and also maintains a long-term affiliation with LPL Financial. Outside of advisory services, he is involved as an officer in a food manufacturing business, Famous LA Meat Pie Co., and as an investor and partner in an oil and gas venture, Hodgewells, LLC. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a range of investment approaches and periodic portfolio reviews.

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

Series 65

New Orleans, LA

NEwEdge Advisors

Tyler Attales is a Series 65 licensed financial advisor at NewEdge Advisors with one year of experience. Prior to joining NewEdge Advisors, he worked at Coastal Capital Advisors, BrandRusso, Moncus Park, and spent six years at Louisiana State University. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning.

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

Series 66

New Orleans, LA

NEwEdge Advisors

David Turnage is a financial advisor at NewEdge Advisors with 16 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and J.P. Morgan Securities prior to his current role. Turnage is also involved in entrepreneurial ventures including co-ownership of Gulf Point Advisors, an independent investment advisory business. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment vehicles and analytic approaches.

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

Series 63, Series 65

New Orleans, LA

NEwEdge Advisors

James Welden is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 credentials. He has 25 years of industry experience, including prior roles at LPL Financial, Independent Financial Partners, and IFP Securities. Welden is also a commissioned notary in Newnan, GA. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.

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

Series 63

New Orleans, LA

NEwEdge Advisors

Kyle Graffagnini is a financial advisor with NewEdge Advisors in New Orleans, LA, holding a Series 63 designation and 28 years of industry experience. His prior work includes roles at LPL Financial LLC, Coker & Palmer, and Scotia Capital (USA) Inc. 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 investment adviser representatives. The firm provides a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to multiple advisory program structures that combine in-house and third-party strategies, supported by centralized due diligence and technology tools.

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

Series 65, Series 63

New Orleans, LA

NEwEdge Advisors

Elizabeth Gossen is a financial advisor with NewEdge Advisors, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. She previously worked at Purshe Kaplan Sterling Investments and Ahrens Investment Partners from 2015 to 2023. Outside of advising, she is a certified public accountant operating her own accounting practice and serves on the board of the Dreams Foundation of Acadiana, assisting with financial matters and strategic planning. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers portfolio management, financial planning, and consulting services, utilizing technology tools and a range of program structures that blend in-house and third-party manager solutions.

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

New Orleans, LA

NEwEdge Advisors

Cory Fruge is a financial advisor with NewEdge Advisors and holds nine years of industry experience. He has worked at Ahrens Investment Partners since 2016 and joined NewEdge Advisors in 2023. Outside of finance, Fruge is a pilot for Delta Air Lines and owns a hay farm called Flying C Ranch. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program. The firm employs asset allocation across mutual funds, ETFs, and individual securities with regular rebalancing and reviews.

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

Series 66

New Orleans, LA

NEwEdge Advisors

Belinda Lemaire is a financial advisor with NewEdge Advisors, holding a Series 66 credential and 19 years of industry experience. She previously worked at Merrill for 16 years before joining NewEdge Advisors, Oak Grove Wealth Partners, and LPL Financial in 2021. Outside of her advisory work, she is a licensed massage therapist. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

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

John C

Series 63, Series 66

New Orleans, LA

NEwEdge Advisors

John Clardy III is a financial advisor at NewEdge Advisors with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in advisory roles since 1995, including nearly three decades at IA Johnston, Lemon Asset Management, Inc. Mr. Clardy provides advisory services through NewEdge Advisors, doing business as Continuity Wealth Group. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.

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

Douglas S

CFP®, Series 63

New Orleans, LA

NEwEdge Advisors

Douglas Stein is a CFP® with 37 years of industry experience, currently serving at NewEdge Advisors. His prior roles include positions at Goss Advisors, Mid Atlantic Capital Corporation, and Wells Fargo Advisors. Outside of his advisory work, he is involved in several nonprofit and community organizations, including serving on the St. Mary’s Endowment Board and the finance council and investment committee for the Roman Catholic Diocese of Salina, as well as acting as vice president of the Fellow Man International Foundation. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting, using a variety of analytical approaches and regular portfolio reviews.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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