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
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.
Karen Glassman (CRD# 1075657) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 40 years of experience in the finance industry.
Ana Gonzalez Davila (CRD# 7048165) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 4 years of experience in the finance industry.
Paula Gruber (CRD# 4741849) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 16 years of experience in the finance industry.
Richard Hurt (CRD# 2592380) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 29 years of experience in the finance industry.
Susan Kim (CRD# 4436581) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 2 years of experience in the finance industry.
Connor Kirdzik (CRD# 6200135) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has 1 year of experience in the finance industry.
Andrew Knight (CRD# 7114727) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has 1 year of experience in the finance industry.
Khush Patel (CRD# 7330296) is an Investment Advisor Representative working at New Edge Wealth in Coral Gables, FL and has 1 year of experience in the finance industry.
Jay Peters (CRD# 5795718) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 13 years of experience in the finance industry.