Travis Aldridge, financial advisor Miami FL

Travis Aldridge

CRD Number: 5659180
Current Firm: New Edge Wealth

Travis Aldridge (CRD# 5659180) is an Investment Advisor Representative working at New Edge Wealth in Miami, FL and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Newedge Securities, Inc. Stamford, CT Mar 2022 - Current 2
New Edge Wealth Stamford, CT Oct 2021 - Current 2
Boston Private Wealth LLC Miami, FL Nov 2020 - Oct 2021 < 1
Lincoln Financial Advisors, Inc. Manhattan Beach, CA May 2018 - Sep 2020 2
Unemployed Los Angeles, CA Nov 2017 - May 2018 < 1
Genesis Fund Management LLC Coral Gables, FL Jun 2010 - Nov 2017 7
Genesis Investment Advisors Coral Gables, FL Oct 2008 - Nov 2017 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2009
S63 Uniform Securities State Law Examination Aug 2018
Contact Info for Travis Aldridge
Phone Number: 2034242262
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    8,610
    MILLIONS
  • Total Number of Accounts
    9,457
    ACCOUNTS
  • Average Account Value
    $910,480
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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