Southern Pines, NC Office
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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
103 Bradford Village Court
Southern Pines NC 28387
Advisors at this office
4
Advisors at this office
Teresa W
Series 66
Southern Pines, NC
Newedge Advisors
Teresa White is a financial advisor at NewEdge Advisors with 24 years of industry experience. She holds a Series 66 designation and has worked previously at Milestone Advisory Partners for 10 years. Outside of her advisory role, she is a licensed insurance agent and a notary public. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, 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 centralized due diligence and technology tools to support clients and advisers.
Mary Z
CFP®, Series 63, Series 65
Southern Pines, NC
Newedge Advisors
Mary Zastrow is a CFP® professional with 17 years of experience in financial advising. She currently works at NewEdge Advisors and previously spent ten years at Milestone Advisory Partners. 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 provides a range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, utilizing technology and centralized due diligence in its investment approach.
Winfred H
Series 63, Series 65
Southern Pines, NC
Newedge Advisors
Winfred Hasty Jr. is a financial advisor at NewEdge Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Milestone Advisory Partners for 10 years. In addition to his advisory role, he is a licensed insurance agent and may offer insurance products as part of his services. 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 provides a wide range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing centralized due diligence and technology-driven solutions.
Aaron B
Series 65
Southern Pines, NC
Newedge Advisors
Aaron Breasseale is a Series 65–licensed advisor with NewEdge Advisors in Southern Pines, NC, with one year of industry experience. Prior to joining NewEdge Advisors, he held roles at Posh Pets, LLC and Pet Supplies Plus. 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 portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.
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