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.

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

Mar 12, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Mar 12, 2013

First registration

Oct 5, 2022

Dual registered

no

Other names

ANDREW S DIOZZI

IAPD individual key

6131998

• Occurred

  Dec 8, 2025
  Advisor changed firm

  Andrew S Diozzi left Concurrent Investment Advisors, Llc for Newedge Advisors (registered 2026-06-09)

  Form ADVobserved 6 days ago
• Occurred

  Apr 25, 2024
  Advisor changed firm

  Andrew S Diozzi left Raymond James Financial Services Advisors, Inc for Concurrent Investment Advisors, Llc (registered 2024-04-29)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:89f51d39-691b-d219-554a-a7047190fd4b

First observed

Oct 5, 2022

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.