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Greg Mcmullen

Newedge Advisors
32 Years of Experience
New Orleans, LA
2 DisclosuresBroker
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Greg Mcmullen is a registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 32 years of industry experience. Greg 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.

Newedge Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
583 advisors
Number of Clients
42,946 clients
Average Client Portfolio
$638K average
Assets Under Management
$27.4B

Fee Structure

Planning is included in investment management

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.

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Location

858 Camp Street, New Orleans, LA, 70130

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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
May 2008
Settled
Customer Dispute
April 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Greg officiates high school and club basketball events for the Pennsylvania Interscholastic Athletic Association, dedicating a few hours per week. Greg is also the 100% owner of Redrock Investment Management and spends nearly full-time as a registered representative of Newedge Securities, Inc. and President of McMullen Wealth & Retirement Management.

Employment History
Current Registrations
Newedge Advisors
November 2021 - Present · 4 yrs 6 mos
Newedge Securities, LLCBroker
August 2012 - Present · 13 yrs 9 mos
Previous Registrations
Mid Atlantic Financial Management, INC.
August 2012 - November 2021 · 9 yrs 3 mos
Brokersxpress LLC
December 2010 - August 2012 · 1 yr 8 mos
Brokersxpress LLCBroker
December 2010 - August 2012 · 1 yr 8 mos
Sws Financial ServicesBroker
December 2009 - November 2010 · 11 mos
Uvest Financial Services Group, INC.Broker
November 2008 - December 2009 · 1 yr 1 mo
Citigroup Global Markets INC.Broker
February 2006 - November 2008 · 2 yrs 9 mos
Legg Mason Wood Walker, IncorporatedBroker
November 1997 - February 2006 · 8 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1993 - November 1997 · 4 yrs 2 mos
State Registrations5 states
ALFLMDPAVA
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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