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Brandt Wealth Advisors Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

Brandt Wealth Advisors is a financial planning practice based in Newburyport, Massachusetts, operating in the financial services sector. It provides financial planning guidance aimed at helping clients plan for what they value most as they move through different life stages. The approach emphasizes aligning financial decisions with personal priorities and overall well-being rather than focusing solely on wealth accumulation.

The firm operates as NewEdge Advisors, LLC, doing business as Brandt Wealth Advisors, with securities offered through LPL Financial, a FINRA/SIPC member. Investment advisory services are provided to clients who are properly licensed or exempt from licensure, and a client service agreement is required before advice is rendered. With a small team, the practice serves individuals and families seeking comprehensive planning and guidance.

Find Brandt Wealth Advisors employees' phone numbers or email addresses

Brandt Wealth Advisors Global Highlights

Location
Employees

North America
34

Minus sign iconPlus sign icon
  • United States Of America
    34

Brandt Wealth Advisors's Leadership

  • Stylized image of a person
    P. A.
    Chief Financial Officer And Director For Internal Operations
    Mobile Phone
  • Stylized image of a person
    K. F.
    Vice President Legal
    Mobile Phone
  • Stylized image of a person
    L. A.
    Head Of Talent Management
    Mobile Phone
  • Stylized image of a person
    S. H.
    Vice President
    Mobile Phone
  • Stylized image of a person
    G. G.
    Communications And Government Relations Director
    Mobile Phone
  • Stylized image of a person
    S. B.
    Uniserv Director
    Mobile Phone
  • Stylized image of a person
    A. W.
    Manager
    Mobile Phone
  • Stylized image of a person
    A. K.
    Manager
    Mobile Phone

Brandt Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Brandt Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. T.
    Health Promotion Consultant
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    R. T.
    Nurse Coordinator Diabetes Member Education And Support
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    S. Y.
    Paralegal/Subrogation Specialist
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Brandt Wealth Advisors known for?

Minus sign iconPlus sign iconBrandt Wealth Advisors was founded in 1989 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-978-358-****
. Explore Brandt Wealth Advisors's company overview page for more information.

What is Brandt Wealth Advisors's most common email format?

Minus sign iconPlus sign iconBrandt Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Brandt Wealth Advisors email formats with LeadIQ.

How many employees does Brandt Wealth Advisors have currently?

Minus sign iconPlus sign iconBrandt Wealth Advisors has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Brandt Wealth Advisors's key employees and leadership?

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As of July 2026, Brandt Wealth Advisors's key employees include:

  • Chief Financial Officer And Director For Internal Operations: P. A.
  • Vice President Legal: K. F.
  • Head Of Talent Management: L. A.
  • Vice President: S. H.
  • Communications And Government Relations Director: G. G.

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