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Shannon Michael Willems

New Edge Wealth

Stamford, CT

Houston, TX

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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 2026-08-17
  • TX RA
    APPROVED
    Since 2026-08-17

Branch Locations

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

1301 Mckinney St, Suite 300, Houston, TX 77010 • 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
Sanford C. Bernstein & Co., Llc New York NY 10/2014 08/2026
Newedge Securities Llc Pittsburgh PA 08/2026 Present
Newedge Wealth Stamford CT 08/2026 Present
  • 10/2014 → 08/2026
    Sanford C. Bernstein & Co., Llc
    New York, NY
  • 08/2026 → Present
    Newedge Securities Llc
    Pittsburgh, PA
  • 08/2026 → Present
    Newedge Wealth
    Stamford, CT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-13
  • S66 Uniform Combined State Law Examination
    2015-02-13
Other Names
  • Shannon Michael Willems
  • Shannon Willems

View on SEC IAPD

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