TrueAdvisor
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AB
CFP · ChFC
AB
CFP · ChFC

Amanda Blocksom

Newedge Advisors
18 Years of Experience
Daytona Beach, FL
Sells Insurance
View SEC Summary
View SEC Summary

Amanda Blocksom is a CFP, ChFC-designated registered investment advisor at Newedge Advisors, based in Daytona Beach, FL, with 18 years of industry experience. Amanda 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

1144a Pelican Bay Dr., Daytona Beach, FL, 32119

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Amanda is a board member for the Ormond Beach Police Officers Pension Board and The Healthy Start Coalition of Volusia County. She also works as a financial advisor for Aurion Wealth, LLC, marketing fixed insurance and fixed annuities, dedicating about a quarter of her time to this.

Employment History
Current Registrations
Newedge Advisors
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
Sagepoint Financial, INC.
July 2020 - December 2022 · 2 yrs 5 mos
Sagepoint Financial, INC.Broker
July 2020 - December 2022 · 2 yrs 5 mos
M Holdings Securities, INC.
February 2016 - July 2020 · 4 yrs 5 mos
M Holdings Securities, INC.Broker
February 2016 - July 2020 · 4 yrs 5 mos
Ameritas Investment CORP
April 2012 - February 2016 · 3 yrs 10 mos
Ameritas Investment CORP.Broker
April 2012 - February 2016 · 3 yrs 10 mos
Edward Jones
April 2008 - April 2012 · 4 yrs
Edward JonesBroker
December 2007 - April 2012 · 4 yrs 4 mos
State Registrations3 states
FLOHTX
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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