Ana Gonzalez Davila (CRD# 7048165) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 4 years of experience in the finance industry.
CRD# 4632189
Sarsi, LLC
CRD# 1483428
Abbington Investment Group, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Newedge Wealth, LLC | Stamford, CT | Jan 2022 - Current | 2 |
Newedge Securities, Inc. | Stamford, CT | Jan 2022 - Current | 2 |
Ubs Financial Services Inc. | Miami, FL | Dec 2018 - Jan 2022 | 3 |
University Of Miami | Miami, FL | Jul 2015 - Dec 2018 | 3 |
Blueprint Wealth Alliance | Miami, FL | Apr 2018 - Nov 2018 | < 1 |
Rxbar | Miami, FL | Jun 2018 - Oct 2018 | < 1 |
Miami School Of Business And Executive Education | Miami, FL | Oct 2015 - Apr 2018 | 2 |
Highway Nine Marketing | Miami, FL | May 2017 - Mar 2018 | < 1 |
Complete Md Solutions, LLC | Houston, TX | May 2016 - Aug 2016 | < 1 |
Tad's Bar And Grille | Katy, TX | May 2016 - Aug 2016 | < 1 |
Colegio Nueva Granada | Bogota, | Aug 2013 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- FL
- TX
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Total Assets Under Management8,610MILLIONS
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Total Number of Accounts9,457ACCOUNTS
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Average Account Value$910,480
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
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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