Matthew Liam Mongon

New Edge Wealth

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Current Employers

New Edge Wealth

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-01-02
PA	RA	APPROVED	2024-08-16

TX RA
APPROVED

Since 2025-01-02
PA RA
APPROVED

Since 2024-08-16

Branch Locations

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

4905 W. Tilghman St., Suite 318, Allentown, PA 18104 • 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

Organization	City	State	From	To
Lehigh University	New York	NY	07/2011	11/2018
Morgan Stanley	Allentown	PA	11/2018	08/2024
Morgan Stanley Private Bank, N.A.	New York	NY	02/2019	08/2024
Newedge Securities Inc	Pittsburgh	PA	08/2024	Present
Newedge Wealth	Stamford	CT	08/2024	Present
Morgan Stanley Private Bank, N.A	New York	NY	02/2019	Present

07/2011 → 11/2018

Lehigh University

New York, NY
11/2018 → 08/2024

Morgan Stanley

Allentown, PA
02/2019 → 08/2024

Morgan Stanley Private Bank, N.A.

New York, NY
08/2024 → Present

Newedge Securities Inc

Pittsburgh, PA
08/2024 → Present

Newedge Wealth

Stamford, CT
02/2019 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Previous Registrations

2019-01-28 → 2024-08-22

Morgan Stanley

Allentown, PA
2006-07-20 → 2011-07-26

Mfp Strategies

Bethlehem, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-01-28
S63	Uniform Securities Agent State Law Examination	2003-09-12

S66 Uniform Combined State Law Examination

2019-01-28
S63 Uniform Securities Agent State Law Examination

2003-09-12

Designations

Other Names

Matthew Liam Mongon
Matthew Mongon

View on SEC IAPD

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