Westborough, MA 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
1500 West Park Drive, Suite 215
Westborough MA 01581
Advisors at this office
2
Advisors at this office
James A
Series 65, Series 63
Westborough, MA
Newedge Advisors
James Aldo is a financial advisor at NewEdge Advisors with 10 years of industry experience. His prior roles include positions at Vision Wealth Strategies LLC, Eagle Strategies (NY Life), and New York Life Insurance Company. Aldo also volunteers as a youth softball coach in Taunton, MA. 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 range of portfolio management and consulting services, leveraging both in-house and third-party strategies supported by technology and centralized due diligence.
Eric B
Series 63, Series 65
Westborough, MA
Newedge Advisors
Eric Brisebois is a financial advisor with NewEdge Advisors in Westborough, MA, holding Series 63 and Series 65 designations and 26 years of industry experience. His prior roles include positions at Vision Wealth Strategies, LLC and New York Life Insurance Company. Outside of his advisory work, he volunteers as a soccer coach with the Arlington Soccer Club and serves as a notary public. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide 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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