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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-12 |
Branch Locations
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
140 Broadway 46Th Floor, New York, NY 10005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | New York | NY | 08/2011 | 08/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2017 |
| Cherry Lane Capital Llc | 6266 Old Medinah Circle, Lake Worth | FL | 08/2017 | Present |
| Chesapeake Asset Management, Llc | New York | NY | 04/2022 | 02/2024 |
| Newedge Advisors, Llc. | New Orleans | LA | 02/2024 | Present |
| Newedge Wealth | Stamford | CT | 05/2025 | Present |
NewEdge Advisors, LLC.; DBA for RIA Chesapeake Asset Managment LLC; Investment Related; Investment Advisor Representative; 04/2024; at reported business location.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-15 |
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