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
Jeffrey Cherkas (CRD# 4279024) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 23 years of experience in the finance industry.
Ryan Cholnoky (CRD# 6740081) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 7 years of experience in the finance industry.
Kelly Donnelly (CRD# 5159488) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 17 years of experience in the finance industry.
Michaelangelo Dooley (CRD# 5859446) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 12 years of experience in the finance industry.
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.
John Froley (CRD# 2481618) is an Investment Advisor Representative working at New Edge Wealth in San Francisco, CA and has over 29 years of experience in the finance industry.
Hunter Gehring (CRD# 6648853) is an Investment Advisor Representative working at New Edge Wealth in Bentonville, AR and has over 6 years of experience in the finance industry.
Ghislain Gouraige (CRD# 1845864) is an Investment Advisor Representative working at New Edge Wealth in Coral Gables, FL and has over 24 years of experience in the finance industry.
Walter Granruth (CRD# 1192870) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 15 years of experience in the finance industry.
Ariel Harary (CRD# 4685434) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 15 years of experience in the finance industry.