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Inactive

Heather Anne Doherty Guardado

New Edge Wealth

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
NY RA APPROVED 2025-10-20
  • TX RA
    APPROVED_RES
    Since 2026-01-05
  • NY RA
    APPROVED
    Since 2025-10-20

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
OrganizationCityStateFromTo
Northstar Wealth Investors New York NY 03/2015 09/2016
Northstar Capital Management New York NY 09/2016 10/2019
Tocqueville Asset Management Lp New York NY 11/2019 10/2025
Newedge Wealth Stamford CT 10/2025 Present
  • 03/2015 → 09/2016
    Northstar Wealth Investors
    New York, NY
  • 09/2016 → 10/2019
    Northstar Capital Management
    New York, NY
  • 11/2019 → 10/2025
    Tocqueville Asset Management Lp
    New York, NY
  • 10/2025 → Present
    Newedge Wealth
    Stamford, CT
Previous Registrations
Other Names
  • Heather Anne Doherty
  • Heather Anne Salter Doherty

View on SEC IAPD

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