Dana M Sypniewski

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
CT	RA	APPROVED	2026-02-24
NJ	RA	APPROVED	2026-02-24
TX	RA	APPROVED	2026-02-23

CT RA
APPROVED

Since 2026-02-24
NJ RA
APPROVED

Since 2026-02-24
TX RA
APPROVED

Since 2026-02-23

Branch Locations

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

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	New York	NY	10/2015	02/2026
Newedge Securities Llc	Pittsburgh	PA	02/2026	Present
Newedge Wealth	Stamford	CT	02/2026	Present

10/2015 → 02/2026

Morgan Stanley Smith Barney Llc

New York, NY
02/2026 → Present

Newedge Securities Llc

Pittsburgh, PA
02/2026 → Present

Newedge Wealth

Stamford, CT

Previous Registrations

2015-10-09 → 2026-02-25

Morgan Stanley

New York, NY

New York, NY

New York, NY

Matawan, NJ

Matawan, NJ
2014-08-22 → 2015-11-05

Credit Suisse Securities (Usa) Llc

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-08-19

S66 Uniform Combined State Law Examination

2014-08-19

View on SEC IAPD

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