Stephen Landersman
Stephen Landersman is a CFP-designated registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 37 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
858 Camp Street, New Orleans, LA, 70130
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2017Customer Dispute
September 2008Other Business ActivitiesSells Insurance
Stephen is the President/Owner of Unifi Advisors LLC, offering financial planning, wealth management, investment, and insurance sales, dedicating nearly full-time hours. He also holds positions at Blue Ridge Medical Spa, NEA, and Unifi Advisors Insurance, engaging in activities ranging from bookkeeping to financial planning and insurance sales, taking about half of his time.
Employment History
Current Registrations
Newedge Advisors
Newedge Securities, LLCBroker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
M&t Securities, INC.Broker
Capitol Securities Management, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
Invest Financial CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations7 states
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.