Travis Aldridge is a CFA-designated registered investment advisor, based in Miami, FL, with 16 years of industry experience.
Location
1111 Brickell Avenue, 10th Floor, Miami, FL, 33131
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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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Travis works as an Investment Professional for NewEdge Wealth, LLC, serving ultra-high net worth individuals. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
Newedge Securities, LLCBroker
April 2022 - Present · 4 yrs 1 mo
New Edge Wealth
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Boston Private Wealth
January 2021 - October 2021 · 9 mos
Lincoln Financial Advisors CorporationBroker
July 2018 - September 2020 · 2 yrs 2 mos
Genesis Fund Management LLC
June 2011 - May 2018 · 6 yrs 11 mos
Genesis Investment Advisors, LLC
June 2009 - May 2018 · 8 yrs 11 mos
State Registrations18 states
CACODCFLGAILMAMDMINCNYOHPASCTXUTVAWA
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.