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Christopher Paul Peter Grellas

Investment Adviser Representative at Newedge Advisors

Gold River, CACRD #6444389Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Christopher Paul Peter Grellas is an investment adviser representative with Newedge Advisors in Gold River, CA, where they have been registered since 2024. They have worked in the securities industry since 2017 and were previously registered with Allworth Financial, L.P. They are registered to provide investment advice in California and Texas.

Office

2377 Gold Meadow Way, Suite 100
Gold River, CA 95670

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Texas

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.

Newedge AdvisorsCurrent
4/10/2024 – Gold River, CA
Allworth Financial, L.P.
4/21/2017 – 4/10/2024Folsom, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Allworth Financial, LP
    Jun 2015 – Apr 2024Sacramento, CA
  2. AW Securities
    Nov 2021 – Apr 2024Sacramento, CA
  3. NewEdge Advisors, LLC.
    Apr 2024 – no end date reportedNew Orleans, LA

Official records & sources

Data as of June 21, 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Wealth ManagementInvestment StrategiesPortfolio ManagementRisk ManagementRetirement PlanningBusiness PlanningEstate PlanningFinancial Planning

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporationsOther

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 profile

Other advisors at Newedge Advisors

Showing 12 of 594 in the directory

View Newedge Advisors firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher Paul Peter Grellas 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Christopher Paul Peter Grellas (Newedge Advisors)