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GG
CFP
GG
CFP

Gerald Goss

Newedge Advisors
53 Years of Experience
New Orleans, LA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Gerald Goss is a CFP-designated registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 53 years of industry experience. Gerald is also registered as a broker, so some compensation may come from commissions on products sold. 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

858 Camp Street, New Orleans, LA, 70130

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History

Regulatory History (1)
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
July 2003
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gerald is involved in several investment-related activities, including DBAs for LPL business and registered investment advisor DBAs through GWM Advisors, LLC. He also has business entities for tax/investment purposes and a real estate rental business, and an insurance agency, but spends minimal time on these.

Employment History
Current Registrations
Newedge Advisors
June 2014 - Present · 12 yrs 4 mos
LPL Financial LLCBroker
June 2014 - Present · 12 yrs 4 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
December 2012 - June 2014 · 1 yr 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2012 - June 2014 · 1 yr 6 mos
Wells Fargo Advisors, LLC
June 2009 - December 2012 · 3 yrs 6 mos
Wells Fargo Advisors, LLCBroker
January 2008 - December 2012 · 4 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
September 1980 - January 2008 · 27 yrs 4 mos
Southwestern Management & Research CorporationBroker
October 1972 - October 1980 · 8 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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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