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
Jonathan Heines (CRD# 5271993) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 6 years of experience in the finance industry.
Richard Hollmann (CRD# 2321706) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 31 years of experience in the finance industry.
Richard Ina (CRD# 1769041) is an Investment Advisor Representative working at New Edge Wealth in Franklin, TN and has over 36 years of experience in the finance industry.
Jared Kaplan (CRD# 2886837) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 26 years of experience in the finance industry.
Jeffrey Kobernick (CRD# 2378888) is an Investment Advisor Representative working at New Edge Wealth in Darien, CT and has over 30 years of experience in the finance industry.
Michael Kramer (CRD# 4695966) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 19 years of experience in the finance industry.
Robert Lee (CRD# 3021831) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 17 years of experience in the finance industry.
Marc Levitt (CRD# 2400402) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 30 years of experience in the finance industry.
Benjamin Lope (CRD# 6813306) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 5 years of experience in the finance industry.
Alyssa Marov (CRD# 6300431) is an Investment Advisor Representative working at New Edge Wealth in Coral Gables, FL and has over 6 years of experience in the finance industry.