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Rajnish Bhuyan

Newedge Advisors
35 Years of Experience
Saint Petersburg, FL
2 Disclosures
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Rajnish Bhuyan is a registered investment advisor at Newedge Advisors, based in Saint Petersburg, FL, with 35 years of industry experience. Rajnish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B in assets under management.

Newedge Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
49,898 clients
Average Client Portfolio
$866K average
Assets Under Management
$43.2B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.0M2.00%
$2M+1.75%

Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2253 Central Avenue, Unit 101, Saint Petersburg, FL, 33713

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2002
Settled
Customer Dispute
May 1997
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Rajnish is an Investment Advisor Representative with Tactical Wealth Management dba NewEdge Advisors, LLC since May 2024. He is also a Partner at Bhuyan Wealth Management, LLC for tax purposes, dedicating minimal time, and a Board Member for First Tee Organization, spending a few hours per week.

Employment History
Current Registrations
Newedge Advisors
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Raymond James & Associates, INC.Broker
February 2017 - May 2024 · 7 yrs 3 mos
Raymond James & Associates, INC.
February 2017 - May 2024 · 7 yrs 3 mos
J.P. Morgan Securities LLC
January 2011 - February 2017 · 6 yrs 1 mo
J.P. Morgan Securities LLCBroker
January 2011 - February 2017 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 1997 - January 2011 · 13 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1990 - January 2011 · 20 yrs 2 mos
State Registrations3 states
FLMOTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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