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Allahyar Nejad

Newedge Advisors
27 Years of Experience
Jacksonville, FL
1 Disclosure
View SEC Summary
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Allahyar Nejad is a registered investment advisor at Newedge Advisors, based in Jacksonville, FL, with 27 years of industry experience. Allahyar 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
602 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

13475 Atlantic Blvd., Suite M831 Unit 8, Jacksonville, FL, 32125

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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.
Criminal
September 1991
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Allahyar operates his LPL business under the DBA Accelerated Wealth. This activity is investment-related and takes full-time hours.

Employment History
Current Registrations
Newedge Advisors
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
July 2023 - February 2024 · 7 mos
Truist Advisory Services, INC.
October 2016 - July 2023 · 6 yrs 9 mos
Suntrust Investment Services, INC.
September 2016 - December 2016 · 3 mos
Truist Investment Services, INC.Broker
September 2016 - July 2023 · 6 yrs 10 mos
Synovus Securities, INC.
January 2011 - September 2016 · 5 yrs 8 mos
Synovus Securities, INC.Broker
March 2004 - September 2016 · 12 yrs 6 mos
Raymond James Financial Services
February 2003 - February 2004 · 1 yr
Raymond James Financial Services, INC.Broker
January 2003 - February 2004 · 1 yr 1 mo
Wachovia Securities, INC.
April 2001 - July 2002 · 1 yr 3 mos
Wachovia Securities, INC.Broker
April 2001 - July 2002 · 1 yr 3 mos
American Express Financial Advisors INC.Broker
February 1998 - January 2001 · 2 yrs 11 mos
Ids Life Insurance CompanyBroker
February 1998 - January 2001 · 2 yrs 11 mos
State Registrations1 state
FL
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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