Nick Moriarty

Nick Moriarty

Nick serves as the Manager of Transitions and oversees and manages advisor transitions for NewEdge Advisors. He has six years of experience in the transition and M&A space. Nick holds his Series 7, 63, and 65 licenses and prior to joining NewEdge, he was the...
Melissa Schuessler

Melissa Schuessler

As a Manager of Transitions, Melissa assists NewEdge Advisors’ teams with all aspects of their transition process. She has over 12 years of experience in the transitions industry and prior to joining NewEdge, she was an Operations/Financial Advisor for an Independent...
Heather Kaiser

Heather Kaiser

As a Transition Representative with over 14 years of experience, Heather plays an integral role supporting internal teams and advisors with a successful transition to NewEdge Advisors. Heather holds her life and health insurance license along with Variable Contracts,...
Chad Nichter

Chad Nichter

Chad is a Manager of Transitions at NewEdge Advisors. He has 12 years of experience in the financial services industry, including prior roles as a Client Associate, Operations and Compliance Specialist, and Transition Specialist. In these roles, Chad had the...
David Symecko

David Symecko

As Managing Director Business Development, David’s role includes managing the NewEdge Advisors sales team, expanding the sales funnel, and creating brand awareness in the advisor community. David has over 20 years of experience in the finance industry. Prior to...