Northville, MI Haggerty Rd. 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
21500 Haggerty Rd., Suite 150
Northville MI 48167
Advisors at this office
2
Advisors at this office
Caleb S
Series 66
Northville, MI
Newedge Advisors
Caleb Sheng is a financial advisor with NewEdge Advisors holding a Series 66 designation and three years of industry experience. He has previously worked at Raymond James Financial Services and Waldo Wealth Partners. Outside of advising, Sheng is the owner of Sheng Law Group, PLLC, a business he has maintained since 2011. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of portfolio management, financial planning, and consulting services and employs technology and centralized due diligence in managing advisor and client needs.
Ian W
Series 66
Northville, MI
Newedge Advisors
Ian Waldo is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 17 years of industry experience. He has worked with Raymond James and its affiliates from 2007 to 2018, and currently operates Waldo Wealth Partners LLC, a financial advisory business. Waldo is based in Northville, MI. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing centralized due diligence and technology to support advisor and client needs.
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