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).

Current Firm Details
2200 Atlantic Street, Suite 200, Stamford, CT 06902
http://www.newedgewealth.com
By the Numbers
  • Total Assets Under Management
    8,610
    MILLION
  • Total Number of Accounts
    9,457
    ACCOUNTS
  • Average Account Value
    $910,480
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 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)
Types of Clients
Registered States
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 31 - 40 of 65 top financial advisors.
31
Kevin Miller, financial advisor Stamford CT
Kevin R. Miller
CRD#: 6328110
2200 Atlantic Street, 2nd Floor, Stamford, CT 06902

Kevin Miller (CRD# 6328110) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 8 years of experience in the finance industry.

32
Glen Mintz, financial advisor Stamford CT
Glen R. Mintz
CRD#: 2189984
2200 Atlantic Street, Suite 200, Stamford, CT 06902

Glen Mintz (CRD# 2189984) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 32 years of experience in the finance industry.

33
Paige Muirhead, financial advisor Stamford CT
Paige A. Muirhead
CRD#: 6281388
2200 Atlantic Street, Suite 200, Stamford, CT 06902

Paige Muirhead (CRD# 6281388) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 5 years of experience in the finance industry.

34
Francisco Perez, financial advisor Stamford CT
Francisco R. Perez
CRD#: 4232500
2200 Atlantic Street, Suite 200, Stamford, CT 06902

Francisco Perez (CRD# 4232500) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 19 years of experience in the finance industry.

35
Roland Pritchett, financial advisor Atlanta GA
Roland Pritchett
CRD#: 2284569
309 East Paces Ferry Rd, Suite 400, Atlanta, GA 30305

Roland Pritchett (CRD# 2284569) is an Investment Advisor Representative working at New Edge Wealth in Atlanta, GA and has over 31 years of experience in the finance industry.

36
Alis Ramirez, financial advisor Coral Gables FL
Alis L. Ramirez
CRD#: 6507515
1 Alhambra Plaza, Ph Floor, Coral Gables, FL 33134

Alis Ramirez (CRD# 6507515) is an Investment Advisor Representative working at New Edge Wealth in Coral Gables, FL and has over 5 years of experience in the finance industry.

37
Claudio Ravinet, financial advisor Stamford CT
Claudio Ravinet
CRD#: 2968068
2200 Atlantic Street, Suite 200, Stamford, CT 06902

Claudio Ravinet (CRD# 2968068) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 25 years of experience in the finance industry.

38
Chloe Reed, financial advisor Miami FL
Chloe W. Reed
CRD#: 5167895
1111 Brickell Ave, Suite 2180, Miami, FL 33131

Chloe Reed (CRD# 5167895) is an Investment Advisor Representative working at New Edge Wealth in Miami, FL and has over 15 years of experience in the finance industry.

39
James Reese, financial advisor Stamford CT
James P. Reese
CRD#: 1374534
2200 Atlantic Street, Suite 200, Stamford, CT 06902

James Reese (CRD# 1374534) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 38 years of experience in the finance industry.

40
Justin Reese, financial advisor Stamford CT
Justin T. Reese
CRD#: 5100310
2200 Atlantic Street, Suite 200, Stamford, CT 06902

Justin Reese (CRD# 5100310) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 17 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.

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