Ardian Hasko is a registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 13 years of industry experience. Ardian 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ardian owns Arca Services LLC, a pass-through entity for business expenses, and dedicates minimal time to it. He also serves as a board trustee for Equality Charter School and president of the board for Kew Gardens Hills Apt Owners Inc., and uses Strategic Family Capital and Wealth(k)are Partners as marketing names for his financial securities business, dedicating full-time hours to these activities.
Employment History
Current Registrations
Newedge Securities, LLCBroker
Newedge Advisors
Previous Registrations
B. Riley Wealth Advisors, INC.
B. Riley Fbr, INC.Broker
B. Riley Wealth ManagementBroker
B Riley Wealth Management
Morgan Stanley
Morgan StanleyBroker
State Registrations3 states
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