St. Simons Island, GA Market Street 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
20 Market Street
St. Simons Island GA 31522
Advisors at this office
6
Advisors at this office
William M
Series 65
Saint Simons Island, GA
Newedge Advisors
William Mc Kinnon is a Series 65-registered financial advisor with NewEdge Advisors, LLC and has one year of industry experience. Prior to joining NewEdge, he worked at Sunset Slush of SSI and earned his degree from Georgia College & State University. NewEdge Advisors is an enterprise-scale registered investment advisor serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of portfolio management, financial planning, and consulting services through a network of independent advisors and utilizes centralized due diligence, technology tools, and both in-house and third-party investment strategies.
Joshua H
CFP®, ChFC®, Series 63, Series 65
St. Simons Island, GA
Newedge Advisors
Joshua Harper is a CFP® and ChFC® with 19 years of experience in financial services. He is currently a wealth advisor and partner at NewEdge Advisors, having previously worked for Mass Mutual Investors Services and MassMutual Life Insurance Co for 17 years. Outside of his advisory role, he is involved in several business ventures including a sailing charter LLC and an investment advisory firm based in Atlanta. 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 and consulting services through a network of independent advisers, utilizing multiple program structures and technology tools to support client needs.
Logan S
Series 63, Series 65
St. Simons Island, GA
Newedge Advisors
Logan Smith is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at MML Investors Services, Mass Mutual Life Insurance, OneAmerica Securities, OneAtlanta Wealth Advisors, and American United Life. Outside of his advisory role, he is a licensed insurance agent. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers diverse portfolio management and consulting services and uses a combination of in-house and third-party strategies supported by technology and centralized manager oversight.
Joel B
CFP®, Series 66
St. Simons Island, GA
Newedge Advisors
Joel Bickmore is a financial advisor with NewEdge Advisors, holding CFP® and Series 66 credentials and over 20 years of industry experience. He has worked previously at SunTrust Investment Services and LPL Financial. Mr. Bickmore serves as a board member for the Gathering Place, a faith-based nonprofit organization. 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 and consulting services, combining in-house manager selection with third-party models and advisor discretion, supported by centralized due diligence and technology tools.
Dane C
Series 63, Series 65
St. Simons Island, GA
Newedge Advisors
Dane Cooper is a financial advisor at NewEdge Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, he is a partner in Streamline Wealth, an investment sales and financial planning business, and serves as owner and president of The Pierce Company LLC. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing a variety of program structures and technology tools to support both advisor and client needs.
Crystal G
CFP®, ChFC®, Series 66
St. Simons Island, GA
Newedge Advisors
Crystal Groover is a CFP® and ChFC® with 12 years of industry experience. She is currently a wealth advisor and partner at NewEdge Advisors, joining the firm in 2024 after a decade with MassMutual Investors Services and MassMutual Life Insurance Company. Groover is involved in entrepreneurial ventures including ownership of Crystal Financial Advising, LLC, and partnership in the DBA Streamline Wealth used by several NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of investment management and consulting services through independent advisers, employing multiple program structures and technology tools to support client and advisor needs.
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