Caleb
Sheng
Newedge Advisors
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About this Advisor
Caleb Sheng is a financial advisor based in Northville, Michigan, working with Newedge Advisors. Caleb has previously worked at Smj Consulting Services LLC, Waldo Wealth Partners, Sheng Law Group Pllc, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, and Newedge Advisors, LLC. Caleb has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Caleb is part of Newedge Advisors, which operates out of Northville, Michigan. The firm has 99 offices and 768 employees. The firm manages assets totaling $27.4 billion and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Newedge Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$27,379,149,905
768
82,407
$332,243
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Caleb Sheng Work History
Newedge Advisors, LLC
Raymond James Financial Services, Inc
Sheng Law Group Pllc
Waldo Wealth Partners
Raymond James Financial Services Advisors, Inc
Waldo Wealth Partners
Smj Consulting Services LLC
Sheng Law Group Pllc
Disclosures
Please visit the SEC profile of Caleb Sheng to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Newedge Advisors
Charlotte, NC
Bismarck, ND
North Canton, OH
Novi, MI
Bellevue, WA
West Point, UT
Charlotte, NC
New Orleans, LA
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