David Down, financial advisor Stamford CT

David Down

CRD Number: 1901538
Current Firm: New Edge Wealth

David Down (CRD# 1901538) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Newedge Advisors LLC New Orleans, LA Nov 2021 - Current 2
New Edge Wealth Stamford, CT Oct 2020 - Current 3
Stonehaven Energy, LLC Pittsburgh, PA Aug 2006 - Current 17
Zhw Oil & Gas, Inc. Pittsburgh, PA Sep 2003 - Current 20
8th Floor Oil & Gass Associates, Inc. Pittsburgh, PA Apr 2003 - Current 20
Newedge Capital Group Pittsburgh, PA May 1999 - Current 24
Newedge Securities, Inc. Pittsburgh, PA Sep 1997 - Current 26
Gua Uniontown Capital Corporation Pittsburgh, PA Mar 1997 - Current 27
Newedge Securities, Inc. Pittsburgh, PA Oct 1988 - Current 35
Mid Atlantic Financial Management, Inc. Pittsburgh, PA Mar 1997 - Nov 2021 24
Mid Atlantic Financial Management, Inc. Pittsburgh, PA Apr 1994 - Nov 2021 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1992
Contact Info for David J. Down
Phone Number: 2034242262
Registered State(s):
  • PA
  • 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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