Connor Kirdzik (CRD# 6200135) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has 1 year of experience in the finance industry.
CRD# 4632189
Sarsi, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
CRD# 2963357
Hsbc Securities (usa) Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newedge Wealth | Stamfod, CT | Apr 2023 - Current | 1 |
| Unemployed | Coral Gables, FL | Nov 2022 - Apr 2023 | < 1 |
| Bank Of America | New York, NY | Jun 2014 - Oct 2022 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- FL
- TX
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Total Assets Under Management8,610MILLIONS
-
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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