Allahyar Nejad is a registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 27 years of industry experience. Allahyar 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 (1)
Criminal
September 1991Other Business Activities
Allahyar operates his LPL business under the DBA Accelerated Wealth. This activity is investment-related and takes full-time hours.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
LPL Financial LLCBroker
Truist Advisory Services, INC.
Suntrust Investment Services, INC.
Truist Investment Services, INC.Broker
Synovus Securities, INC.
Synovus Securities, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.