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
Robert Sechan (CRD# 2326215) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 27 years of experience in the finance industry.
John Straus (CRD# 5158258) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 13 years of experience in the finance industry.
Eduardo Vega (CRD# 2278660) is an Investment Advisor Representative working at New Edge Wealth in Coral Gables, FL and has over 26 years of experience in the finance industry.
Michael Weinberg (CRD# 2041001) is an Investment Advisor Representative working at New Edge Wealth in Coral Gables, FL and has over 33 years of experience in the finance industry.
Jamie Wolff (CRD# 2283593) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 31 years of experience in the finance industry.
Andres Chavarriaga (CRD# 6483239) is an Investment Advisor Representative working at New Edge Wealth in Coral Gables, FL and has 1 year of experience in the finance industry.
Cameron Dawson (CRD# 7300970) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has 1 year of experience in the finance industry.
Andrew Draft (CRD# 7832619) is an Investment Advisor Representative working at New Edge Wealth in Miami, FL and has 1 year of experience in the finance industry.
Ben Emons (CRD# 4653997) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 20 years of experience in the finance industry.
Jason Fay (CRD# 2288161) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 22 years of experience in the finance industry.