New Edge Wealth

New Edge Wealth (CRD# 307771) is a financial advisory firm headquartered in Stamford, CT. They manage $5,737,587,654 in 7,125 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
2200 Atlantic Street, 2nd Floor, Stamford, CT 06902
https://twitter.com/newedgewealth
By the Numbers
  • Total Assets Under Management
    5,738
    MILLION
  • Total Number of Accounts
    7,125
    ACCOUNTS
  • Average Account Value
    $805,275
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at New Edge Wealth
Showing 1 - 10 of 57 top financial advisors.
1
Frank B Ackerman, financial advisor Stamford CT
Frank B B. Ackerman
CRD#: 1110398
2200 Atlantic Street, 2nd Floor, Stamford, CT 06902

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.

2
Muzaffar Ahmed, financial advisor Manhattan Beach CA
Muzaffar M. Ahmed
CRD#: 2091879
3071 Highland Ave, Suite 302, Manhattan Beach, CA 90266

Muzaffar Ahmed (CRD# 2091879) is an Investment Advisor Representative working at New Edge Wealth in Manhattan Beach, CA and has over 32 years of experience in the finance industry.

3
Travis Aldridge, financial advisor Miami FL
Travis Aldridge
CRD#: 5659180
1111 Brickell Avenue, 10th Floor, Miami, FL 33131

Travis Aldridge (CRD# 5659180) is an Investment Advisor Representative working at New Edge Wealth in Miami, FL and has over 14 years of experience in the finance industry.

4
Louis Bell, financial advisor Stamford CT
Louis M. Bell
CRD#: 2400406
2200 Atlantic Street 2nd Floor, Stamford, CT 06902

Louis Bell (CRD# 2400406) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 29 years of experience in the finance industry.

5
Stephen Bell, financial advisor Stamford CT
Stephen A. Bell
CRD#: 17512
2200 Atlantic Street 2nd Floor, Stamford, CT 06902

Stephen Bell (CRD# 17512) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 39 years of experience in the finance industry.

6
James Berquist, financial advisor Mcmurrary PA
James F. Berquist
CRD#: 830014
455 Valley Brook Road Suite 100, Mcmurrary, PA 15317

James Berquist (CRD# 830014) is an Investment Advisor Representative working at New Edge Wealth in Mcmurrary, PA and has over 42 years of experience in the finance industry.

7
Michael Bigley, financial advisor Mcmurray PA
Michael T. Bigley
CRD#: 1427469
455 Valley Brook Road Suite 100, Mcmurray, PA 15317

Michael Bigley (CRD# 1427469) is an Investment Advisor Representative working at New Edge Wealth in Mcmurray, PA and has over 37 years of experience in the finance industry.

8
Laureen Brandin, financial advisor Stamford CT
Laureen M. Brandin
CRD#: 5627191
2200 Atlantic Street, 2nd Floor, Stamford, CT 06902

Laureen Brandin (CRD# 5627191) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 11 years of experience in the finance industry.

9
Danielle Brown, financial advisor Stamford CT
Danielle H. Brown
CRD#: 3081101
2200 Atlantic Street, 2nd Floor, Stamford, CT 06902

Danielle Brown (CRD# 3081101) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 23 years of experience in the finance industry.

10
Jason Catlender, financial advisor Stamford CT
Jason M. Catlender
CRD#: 2833798
2200 Atlantic Street, 2nd Floor, Stamford, CT 06902

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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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