Stephen Berenson is a registered investment advisor, based in New Orleans, LA, with 6 years of industry experience.
Location
858 Camp Street, New Orleans, LA, 70130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is a managing partner at New Edge Advisors, a registered investment advisor, providing investment advice, portfolio management, and financial planning, dedicating about 10-20% of his time. He is also a managing partner at Rising Light Tax Accountants, LLC, focusing on operations and dedicating minimal time.
Employment History
Current Registrations
Newedge Advisors
Newedge Securities, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations5 states
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