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
https://www.linkedin.com/company/newedgewealth/
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 61 - 66 of 66 top financial advisors.
61
Gregory Pool, financial advisor Stamford CT
Gregory D. Pool
CRD#: 7774811
2200 Atlantic Street, Suite 200, Stamford, CT 06902

Gregory Pool (CRD# 7774811) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has 1 year of experience in the finance industry.

62
Joshua Rubin, financial advisor Stamford CT
Joshua Rubin
CRD#: 7400695
2200 Atlantic Street 2nd Fl, Stamford, CT 06902

Joshua Rubin (CRD# 7400695) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has 1 year of experience in the finance industry.

63
David Schnier, financial advisor Stamford CT
David J. Schnier
CRD#: 5110928
2200 Atlantic Street, 2nd Floor, Stamford, CT 06902

David Schnier (CRD# 5110928) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has 1 year of experience in the finance industry.

64
Dale Schroeder, financial advisor San Francisco CA
Dale D. Schroeder
CRD#: 4485005
50 California Street, Suite 1503, San Francisco, CA 94111

Dale Schroeder (CRD# 4485005) is an Investment Advisor Representative working at New Edge Wealth in San Francisco, CA and has over 21 years of experience in the finance industry.

65
Jordan Sechan, financial advisor Stamford CT
Jordan Sechan
CRD#: 7119457
2200 Atlantic Street, Suite 200, Stamford, CT 06902

Jordan Sechan (CRD# 7119457) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has 1 year of experience in the finance industry.

66
Noah Stein, financial advisor Coral Gables FL
Noah Stein
CRD#: 7375884
299 Alhambra Circle, Suite 302, Coral Gables, FL 33134

Noah Stein (CRD# 7375884) is an Investment Advisor Representative working at New Edge Wealth in Coral Gables, FL and has 1 year of experience in the finance industry.

PREV ... 3 4 5 6 7

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals