Pierre, SD 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
1714 N Lincoln Ave.
Pierre SD 57501
Advisors at this office
5
Advisors at this office
Robert G
Series 66
Pierre, SD
Newedge Advisors
Robert Gray is a financial advisor at NewEdge Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at NewEdge Advisors since 2018, following twelve years at Investment Centers of America and concurrent service with LPL Financial since 2017. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology tools to support advisor and client needs.
Nicole N
Series 63, Series 65
Pierre, SD
Newedge Advisors
Nicole Neal is a financial advisor with NewEdge Advisors holding Series 63 and Series 65 registrations and four years of industry experience. She previously worked at Edward Jones Investments from 2009 to 2019 and has been with LPL Financial since 2019. Neal also provides administrative support to NewEdge Advisors, contributing significant time to the firm's operations. 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, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.
Scott N
Series 66
Pierre, SD
Newedge Advisors
Scott Neu is a financial advisor at NewEdge Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Investment Centers of America. Neu provides administrative support to GWM Advisors, LLC, an independent investment advisory firm. 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 advisors. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisors and clients.
Jared F
Series 63, Series 65
Pierre, SD
Newedge Advisors
Jared Fodness is a financial advisor with NewEdge Advisors holding Series 63 and Series 65 credentials and four years of industry experience. He has worked at several firms including LPL Financial, Reinke Gray Wealth Management, Clausen & Rice LLP, Boen & Associates, and Trident Trust. Outside of his advisory role, he is employed in a non-investment capacity with Swenson & Cowan Dental in Pierre, SD. NewEdge Advisors is a large registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management, financial planning, retirement plan consulting, and access to third-party managers and advisory programs, utilizing technology and centralized due diligence to support its services.
Bradley R
Series 63, Series 65, Series 66
Pierre, SD
Newedge Advisors
Bradley Reinke is a financial advisor with NewEdge Advisors who holds Series 63, 65, and 66 designations and has 30 years of industry experience. He has worked at NewEdge Advisors since 2018, preceded by roles at LPL Financial and Investment Centers of America. Outside of advising, he serves as a board member for First National Bank and is involved in a restaurant franchise business with his son. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and advisory services, utilizing multiple program structures and technology platforms to support advisor and client needs.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)