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Unifi Advisors
Home
Account Access
The Unifi Advisors Team
The Unifi Wealth Process
Contact
More
  • Alternate Roth Conversion
  • The Legacy IRA
  • Collector Car Estate Plan
  • 6 Storms Special Report
  • PA STATE RETIREMENT.COM
Unifi Blog
Regulatory Disclosures
More
  • Home
  • Account Access
  • The Unifi Advisors Team
  • The Unifi Wealth Process
  • Contact
  • More
    • Alternate Roth Conversion
    • The Legacy IRA
    • Collector Car Estate Plan
    • 6 Storms Special Report
    • PA STATE RETIREMENT.COM
  • Unifi Blog
  • Regulatory Disclosures
  • Home
  • Account Access
  • The Unifi Advisors Team
  • The Unifi Wealth Process
  • Contact
  • More
    • Alternate Roth Conversion
    • The Legacy IRA
    • Collector Car Estate Plan
    • 6 Storms Special Report
    • PA STATE RETIREMENT.COM
  • Unifi Blog
  • Regulatory Disclosures

Regulatory Disclosures

NewEdge Advisors LLC

NewEdge Advisors Form ADV Part 3 (CRS)

NEA Form ADV Part 3 

NewEdge Advisors Form ADV Part 2A Firm Brochure

NEA Form ADV Part 2A Firm Brochure


NewEdge Securities LLC

NewEdge Securities LLC Customer Relationship Summary

NewEdge Securities Form CRS

NES Brokerage Account Customer Agreement

Brokerage Account Customer Agreement 

Additional Information

  

Advisory services provided by NewEdge Advisors, LLC, as a registered investment adviser. Securities offered through NewEdge Securities LLC, Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities LLC are wholly owned subsidiaries of NewEdge Capital Group, LLC. Unifi Advisors LLC does not provide tax or legal advice. Please consult your licensed professional for these services.


NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.


The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.


Copyright © 2025 Unifi Advisors - All Rights Reserved.

  • Home
  • Account Access
  • The Unifi Advisors Team
  • The Unifi Wealth Process
  • Alternate Roth Conversion
  • The Legacy IRA
  • Collector Car Estate Plan
  • PA STATE RETIREMENT.COM
  • Unifi Blog
  • Regulatory Disclosures

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