Gregory Bright is a registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 14 years of industry experience. Gregory 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
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.
Learn about disclosures →Other Business Activities
Gregory provides investment advisory services through GWM Advisors and NewEdge Advisors, spending full-time hours on these activities. He also has interests in Blue Cow LLC, Legacy Partners, Grey Dawg LLC (real estate rental), and Big Orange Capital LLC, dedicating minimal to about a quarter of his time to these ventures.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
Wiregrass Asset Management
LPL Financial LLC
State Registrations6 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.