New Edge Wealth
New Edge Wealth (CRD# 307771) is a financial advisory firm headquartered in Stamford, CT. They manage $8,610,405,100 in 9,457 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management8,610MILLION
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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
Frank B Ackerman (CRD# 1110398) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 40 years of experience in the finance industry.
Muzaffar Ahmed (CRD# 2091879) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 33 years of experience in the finance industry.
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.
Louis Bell (CRD# 2400406) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 30 years of experience in the finance industry.
Stephen Bell (CRD# 17512) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 40 years of experience in the finance industry.
James Berquist (CRD# 830014) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 43 years of experience in the finance industry.
Michael Bigley (CRD# 1427469) is an Investment Advisor Representative working at New Edge Wealth in Mcmurray, PA and has over 38 years of experience in the finance industry.
Laureen Brandin (CRD# 5627191) is an Investment Advisor Representative working at New Edge Wealth in Park City, UT and has over 12 years of experience in the finance industry.
Danielle Brown (CRD# 3081101) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 24 years of experience in the finance industry.
Jason Catlender (CRD# 2833798) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 15 years of experience in the finance industry.