Dane Cooper
Financial advisor at Newedge Advisors · New Orleans, LA
Last updated 2026-10-10
Claim your profileDane Cooper is a financial advisor at Newedge Advisors in New Orleans, LA, CRD 5874943. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2011-11-30.
Registration
- CRD number
- 5874943
- Registration status
- Active
- IAPD registration
- 2011-11-30
- Industry Experience
- 14 years
- Work Experience
- 16 years
- States registered
- GA
Licenses and exams
- Series 63
- Series 65
Work history
- 2010-07 to 2024-02 · Massmutual Life Insurance Co · Atlanta, GA
- 2011-01 to 2024-02 · MML Investors Services, LLC · Atlanta, GA
- 2024-02 to Present · Newedge Securities · Pittsburgh, PA
- 2024-02 to Present · Newedge Advisors · New Orleans, LA
Current employment
- Newedge Advisors · New Orleans, LA
Newedge Advisors
- Regulatory AUM
- $43,214,714,138
- Registered advisors
- 601
- Offices
- 366
- Clients per advisor
- 83.0 (Moderate)
- Average AUM per client
- $866.1K (Low)
- High-net-worth client ratio
- 26.3% (Moderate)
Newedge Advisors: advisors, services and reported ETF investments
About
Dane Cooper is a financial advisor at Newedge Advisors in New Orleans, LA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 14 years of industry experience and 16 years of reported work history.
Newedge Advisors' firm-level Form ADV reports 601 advisors across 366 offices; approximately 83.0 clients per advisor, average assets per client of $866,061, and regulatory AUM of $43.2B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses, and Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $16.1B across 1,360 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Dane Cooper personally.
Reported ETF positions
Newedge Advisors reports 1,360 ETF positions worth $16.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $886.6M |
| SPY — SPDR S&P 500 ETF TRUST | $749.8M |
| VOO — Vanguard S&P 500 ETF | $470.4M |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $387.2M |
| DYNF — iShares U.S. Equity Factor Rotation Active ETF | $296.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Newedge Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $62.4M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $296.9M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $33.4M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $59.1M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Newedge Advisors on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Trust Company
- Insurance Company or Agency
Location
858 Camp Street, New Orleans, LA 70130
598 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 504-459-4391
- Website: ulinwealth.com
Official record
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