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CFA

Bradley Rouse

Newedge Advisors
9 Years of Experience
Dallas, TX
Broker
View SEC Summary
View SEC Summary

Bradley Rouse is a CFA-designated registered investment advisor at Newedge Advisors, based in Dallas, TX, with 9 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. 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
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View Full SEC Brochure

Location

8144 Walnut Hill Lane, Suite 1120, Dallas, TX, 75231

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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.

Learn about disclosures →
Employment History
Current Registrations
Newedge Advisors
April 2026 - Present · 6 mos
Newedge Securities, LLCBroker
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
Osaic Wealth, INC.Broker
November 2023 - September 2024 · 10 mos
Fsc Securities CorporationBroker
September 2023 - November 2023 · 2 mos
Investment Distributors, INC.Broker
January 2022 - October 2023 · 1 yr 9 mos
Concourse Financial Group Securities, INC.Broker
May 2017 - January 2022 · 4 yrs 8 mos
State Registrations1 state
TX
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.
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