Brian Richard Losey Jr
Investment Adviser Representative at Newedge Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brian Richard Losey Jr. is an investment adviser representative with Newedge Advisors in Rocky River, OH, where they have been registered since 2021. They have worked in the securities industry since 1994 and were previously registered with MID Atlantic Financial Management, Inc. They have passed 8 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Louisiana, Nebraska, and Ohio.
Registrations & licenses
- Investment adviser:
- Louisiana, Nebraska, Ohio
- Broker:
9 states and territories
Florida, Indiana, Louisiana, Michigan, New Mexico, North Carolina, Ohio, Pennsylvania, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- MID Atlantic Capital CorporationAug 2002 – Nov 2021Rocky River, OH
- NewEdge Advisors, LLC.Nov 2021 – no end date reportedNew Orleans, LA
- MID Atlantic Financial Management, Inc.Aug 2002 – Nov 2021Pittsburgh, PA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Newedge Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investments, portfolio management, risk management, retirement planning, business planning, and estate planning, with personalized strategies tailored to individual goals and priorities
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 594
- Offices listed on AdvisorFinder:
- 201
- Main office:
- New Orleans, LA
- SEC file number:
- 801-79876
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at Newedge Advisors
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Richard Losey Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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