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RIA / WealthAdvisor34 years in industry

EDWARD C G TYREE

Advisor at NEWEDGE ADVISORS

Charlotte, NC | NEW ORLEANS, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2516b09f-cbbe-9d03-4262-f8dd7246a3bb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 31, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NEWEDGE ADVISORS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 12, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Jun 12, 1992
First registration: Dec 31, 2001
Dual registered: no
Other names: NED TYREE|EDWARD SMITH
IAPD individual key: 2227717

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NEWEDGE ADVISORS	Bd affiliated wealth	Nov 1, 2023	n/a	yes	NEW ORLEANS, LA\|Charlotte, NC	Current employment
EUDAIMONIA PARTNERS, LLC	Former SEC adviser	Dec 10, 2019	Nov 1, 2023	no	Charlotte, NC\|WINCHESTER, TN	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Jan 9, 2009	Nov 5, 2019	no	CHARLOTTE, NC	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Dec 31, 2001	Jan 29, 2009	no	CHARLOTTE, NC\|CHARLOTTE, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EUDAIMONIA PARTNERS, LLC	NEWEDGE ADVISORS	Nov 1, 2023	Nov 1, 2023	0	Firm change	RIA to ibd
RBC CAPITAL MARKETS, LLC	EUDAIMONIA PARTNERS, LLC	Nov 5, 2019	Dec 10, 2019	35	Firm change	Ibd to RIA
CITIGROUP GLOBAL MARKETS INC.	RBC CAPITAL MARKETS, LLC	Jan 29, 2009	Jan 9, 2009	-20	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
283884:171351:TN:2023-11-01	Nov 1, 2023	Nov 1, 2023	WINCHESTER, TN	Firm change

Relationships

Registered with (4)

→ NEWEDGE ADVISORSRegistered adviserregistration: current employment
Nov 1, 2023 to presentfactForm ADV
→ EUDAIMONIA PARTNERS, LLCRegistered adviserregistration: previous registration
Dec 10, 2019 to Nov 1, 2023factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Jan 9, 2009 to Nov 5, 2019factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Dec 31, 2001 to Jan 29, 2009factForm ADV

Dated events

Occurred
Nov 1, 2023
Advisor changed firm
Edward C G Tyree left Eudaimonia Partners, Llc for Newedge Advisors (registered 2023-11-01)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2516b09f-cbbe-9d03-4262-f8dd7246a3bb
First observed: Dec 31, 2001
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EDWARD C G TYREE

Advisor at NEWEDGE ADVISORS

Charlotte, NC | NEW ORLEANS, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2516b09f-cbbe-9d03-4262-f8dd7246a3bb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:32 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

NEWEDGE ADVISORS

Bd affiliated wealth

Nov 1, 2023

n/a

yes

NEW ORLEANS, LA|Charlotte, NC

Current employment

EUDAIMONIA PARTNERS, LLC

Former SEC adviser

Dec 10, 2019

Nov 1, 2023

Charlotte, NC|WINCHESTER, TN

Previous registration

RBC CAPITAL MARKETS, LLC

National bd RIA

Jan 9, 2009

Nov 5, 2019

CHARLOTTE, NC

Previous registration

CITIGROUP GLOBAL MARKETS INC.

Bd affiliated wealth

Dec 31, 2001

Jan 29, 2009

CHARLOTTE, NC|CHARLOTTE, NC

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

EUDAIMONIA PARTNERS, LLC

NEWEDGE ADVISORS

Nov 1, 2023

Firm change

RIA to ibd

RBC CAPITAL MARKETS, LLC

EUDAIMONIA PARTNERS, LLC

Nov 5, 2019

Dec 10, 2019

Firm change

Ibd to RIA

CITIGROUP GLOBAL MARKETS INC.

RBC CAPITAL MARKETS, LLC

Jan 29, 2009

Jan 9, 2009

-20

Firm change

Other

Team

Left

Joined

From

Kind

283884:171351:TN:2023-11-01

Nov 1, 2023

WINCHESTER, TN

Firm change