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Taylor Grace Marie Huddle

Investment Adviser Representative at Newedge Advisors

Franklin, TNCRD #7565229Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
3

Professional summary

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

Taylor Grace Marie Huddle is an investment adviser representative with Newedge Advisors in Franklin, TN, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Ameriprise Financial Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Tennessee.

Office

751 Cool Springs Blvd, Suite 200
Franklin, TN 37067

Advisors at this office: 13

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

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Tennessee
Broker:
1 state or territory

Tennessee

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/16/2025
Series 7
General Securities Representative Examination
Passed 3/26/2025
SIE
Securities Industry Essentials Examination
Passed 10/21/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Newedge AdvisorsCurrent
1/23/2026 – Franklin, TN
Ameriprise Financial Services, LLC
9/30/2025 – 2/10/2026Franklin, TN

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. Ameriprise Financial Services, LLC
    Jun 2024 – Jan 2026Libertyville, IL
  2. Walgreens Boots Alliance
    Jun 2023 – Aug 2023Deerfield, IL
  3. Ameriprise Financial Services, LLC
    May 2022 – Aug 2022Madison, WI
  4. Radian Group
    Jun 2021 – Aug 2021Edina, MN
  5. Radian Group
    Jun 2020 – Aug 2020Edina, MN
  6. CIEE Business and Culture
    Jan 2023 – Apr 2023Barcelona
  7. Cascade Bay Waterpark
    Jun 2019 – Aug 2019Eagan, MN
  8. District 196 Schools
    Jan 2013 – Jun 2020Apple Valley, MN
  9. University of Wisconsin Madison
    Sep 2020 – May 2024Madison, WI
  10. NewEgde Securities LLC
    Jan 2026 – no end date reportedPittsburgh, PA
  11. NewEdge Advisors
    Jan 2026 – no end date reportedNew Orleans, LA

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

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. Taylor Grace Marie Huddle 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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Taylor Grace Marie Huddle (Newedge Advisors) | AdvisorFinder