William Marshall
Financial advisor at Newedge Advisors · New Orleans, LA
Last updated 2026-10-10
Claim your profileWilliam Marshall is a financial advisor at Newedge Advisors in New Orleans, LA, CRD 8024177. Licenses and exams on the registration: Series 66. IAPD registration began 2025-02-13.
Registration
- CRD number
- 8024177
- Registration status
- Active
- IAPD registration
- 2025-02-13
- Industry Experience
- 1 year
- Work Experience
- 11 years
- States registered
- IL, KS
Licenses and exams
- Series 66
Work history
- 2025-01 to 2025-04 · Equity Services, Inc. · Montpelier, VT
- 2024-08 to Present · National Life Group · Chicago, IL
- 2019-09 to 2024-05 · University of Nebraska-Lincoln · Lincoln, NE
- 2024-05 to 2024-08 · Unemployed · Chicago, IL
- 2015-01 to 2019-09 · Kaneland High School · Maple Park, IL
- 2025-04 to Present · Newedge Advisors, Llc. · 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
William Marshall is a financial advisor at Newedge Advisors in New Orleans, LA. Reported securities licenses include Series 66. The latest record indicates 1 year of industry experience and 11 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 William Marshall 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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