Sean Michael Koscho
Investment Adviser Representative at Newedge Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Sean Michael Koscho is an investment adviser representative with Newedge Advisors in Exeter, NH, where they have been registered since 2026. They have worked in the securities industry since 2009 and have been registered with 3 firms, including BASE Wealth Management and Intervest International, 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 Florida, New Hampshire, and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, New Hampshire, 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.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Primerica Financial ServicesMar 2020 – Jan 2021Sarasota, FL
- PFS Investments Inc.Sep 2020 – Jan 2021Sarasota, FL
- Cardinal Mooney HIGH SchoolAug 2010 – Nov 2019Sarasota, FL
- Sarasota County FIRE DepartmentMay 2014 – Oct 2024Sarasota, FL
- Base Wealth Management, LLCOct 2022 – Jan 2026Lakewood Ranch, FL
- Intervest Internationa, Inc.Jun 2021 – Oct 2022Colorado Springs, CO
- Intervest International Equities CorporationJan 2021 – Oct 2022Colorado Springs, CO
- NewEdge Advisors, LLCJan 2026 – 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
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
Showing 12 of 594 in the directory
Similar advisors in Exeter, NH
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sean Michael Koscho 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched