$1 Billion Ex-Ameriprise Financial Team Affiliates With NewEdge Advisors
Seven Bridges Wealth Advisors of White Plains, N.Y., has affiliated with NewEdge Advisors, a New Orleans-based registered investment adviser supporting entrepreneurial financial advisers nationwide. The 14-member team joins from Ameriprise Financial, where they managed approximately $1 billion in client assets.
The affiliation reflects NewEdge’s continued expansion and its ability to attract scaled, high-performing advisory teams seeking long-term alignment, flexibility, and enhanced resources to support their clients and growth objectives.
“The Seven Bridges team brings significant experience, depth, and a strong client-first philosophy to our platform,” said Alex Goss, chief executive officer of NewEdge Advisors. “Their decision to partner with us underscores the value of our adviser-centric model and our commitment to providing the infrastructure and strategic support teams need to grow without sacrificing independence.”
Led by Max DiSesa, Andrew Buscetto, David Mazzetti and Joseph Femia, all managing partners, Seven Bridges Wealth Advisors serves entrepreneurs and senior executives with complex planning needs. The team said it offers integrated, family office–style services and close coordination with clients’ professional advisers.
“NewEdge Advisors provides the infrastructure and strategic alignment that enables us to deliver a more personalized, high-touch experience while continuing to build a firm designed to serve clients for generations,” said Buscetto, who along with Mazzetti, had been affiliated with Ameriprise for more than a decade, according to BrokerCheck. DiSesa was affiliated with Ameriprise for six years.
Seven Bridges Wealth Advisors is the second advisory to leave Ameriprise Financial for NewEdge Advisors in recent months. In January 2026, Franklin, Tenn.-based ClearTrust Wealth Advisors joined NewEdge; its 24-person team reported managing $1.4 billion in client assets.
New Orleans-based NewEdge Advisors is an RIA founded by Alex Goss, Jerry Goss, and Neil Turner. Previously known as Goss Advisors, the firm became a part of EdgeCo Holdings in 2020 to lead the 1099 wealth division. In 2021, NewEdge Advisors was created as a part of the launch of NewEdge Capital Group, which also consists of NewEdge Wealth LLC, an ultra-high net worth-oriented RIA focused on institutional and family office clients. NewEdge Capital Group serviced over $88 billion in client assets as of Dec. 31, 2025.
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