Commonwealth Financial Network
44yrs
Teresa Battaglia
Financial advisor
C/O Wealth Management Partners,Llc 790 Holiday Drive
Pittsburg, PA 15220
Pittsburg, PA 15220
Top advisor by experience in Pittsburg
35yrs
Based in Pittsburg, Pennsylvania, Kyle Smith is a financial advisor with 35 years of industry experience. Kyle has been with Newedge Advisors since 2021; before that, Kyle spent 23 years at MID Atlantic Financial Management. Newedge Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience35 years (since 1991)
How that compares ?Top 8% by experience nationwide
Office1251 Waterfront Place Suite 510, Pittsburg, PA 15222
FirmNewedge Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$813,531
Advisors at the firm594
States licensed ?1 state
Services through Newedge Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowNewedge AdvisorsCurrent firm
- 2020 – nowNew Edge WealthCurrent
- 1999 – 2021MID Atlantic Financial Management, Inc.Previously
Contact Kyle
(504) 459-4391Firm headquarters in New Orleans, LA. Ask for Kyle. 1251 Waterfront Place Suite 510Pittsburg, PA 15222Office · Get directions
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Questions to ask Kyle
Tailored to Kyle’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kyle
How do I contact Kyle?
Call Newedge Advisors at (504) 459-4391 and ask for Kyle Smith. Kyle works from the Pittsburg, PA office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 1991, about 35 years. Top 8% by experience nationwide.
What licenses does Kyle hold?
Series 63. Tap any license on this page to see what it allows.
Is Kyle a fiduciary?
Kyle is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Kyle paid?
Newedge Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Kyle for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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