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Justin Castenskiold Waterman

New Edge Wealth

New York, NY

Stamford, CT

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Current Employers
New Edge Wealth

2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-05
FL RA APPROVED 2025-11-18
NY RA APPROVED 2025-11-14
  • TX RA
    APPROVED_RES
    Since 2026-01-05
  • FL RA
    APPROVED
    Since 2025-11-18
  • NY RA
    APPROVED
    Since 2025-11-14

Branch Locations

300 Park Avenue 2Nd Floor, New York, NY 10022 • United States

2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fischer & Company New York NY 10/2013 08/2017
Summit Trail Advisors, Llc New York NY 08/2017 11/2025
Newedge Wealth Stamford CT 11/2025 Present
  • 10/2013 → 08/2017
    Fischer & Company
    New York, NY
  • 08/2017 → 11/2025
    Summit Trail Advisors, Llc
    New York, NY
  • 11/2025 → Present
    Newedge Wealth
    Stamford, CT
Previous Registrations
  • 2021-09-03 → 2025-12-01
    Summit Trail Advisors, Llc
    New York, NY
  • 2010-12-08 → 2013-10-03
    Citigroup Global Markets Inc.
    New York, NY
  • 2009-03-06 → 2010-09-16
    Barclays Capital Inc.
    New York, NY
  • 2007-07-19 → 2008-10-15
    Lehman Brothers Inc.
    New York, NY
    New York, NY
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-18
S63 Uniform Securities Agent State Law Examination 2002-09-27
  • S66 Uniform Combined State Law Examination
    2007-07-18
  • S63 Uniform Securities Agent State Law Examination
    2002-09-27
Other Names
  • Justin C Waterman

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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