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Travis John Lazaroff

New Edge Wealth

Miami, FL

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 2026-02-18
  • TX RA
    APPROVED_RES
    Since 2026-02-18

Branch Locations

1111 Brickell Avenue, Suite 2180, Miami, FL 33131 • United States

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
Tullett Prebon Financial Services Llc Jersey City NJ 07/2017 07/2021
Deutsche Bank Jacksonville FL 06/2016 05/2017
Ubs Financial Services Inc. Naples FL 07/2021 04/2023
Fifth Avenue Family Office Naples FL 05/2023 01/2026
Newedge Securities Llc Pittsburgh PA 02/2026 Present
Newedge Wealth New Orleans LA 02/2026 Present
  • 07/2017 → 07/2021
    Tullett Prebon Financial Services Llc
    Jersey City, NJ
  • 06/2016 → 05/2017
    Deutsche Bank
    Jacksonville, FL
  • 07/2021 → 04/2023
    Naples, FL
  • 05/2023 → 01/2026
    Naples, FL
  • 02/2026 → Present
    Newedge Securities Llc
    Pittsburgh, PA
  • 02/2026 → Present
    Newedge Wealth
    New Orleans, LA
Previous Registrations
Other Businesses

1. Advisor Council for the business Sava.*No Invest*New York NY*I am not sure- I would be an advisor to the company - Services and Compensation. Advisor agrees to consult with and advise the Company from time to time regarding the Company's actual or potential business and related strategic matters, primarily in the form of feedback on the Company's product (the "Services"). The parties anticipate that the Services will require no more than two (2) hours per calendar quarter of Advisor's time. As the only consideration owed to Advisor with respect to the subject matter of this Agreement, the Company will, subject to approval by the Company's Board of Directors (the "Board"), grant Advisor an option to purchase up to 4,386 shares of the Company's common stock (the "Option"). T*Advisor*5/4/26*0 Hr trade/.5 non trade

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-30
S63 Uniform Securities Agent State Law Examination 2017-11-09
  • S65 Uniform Investment Adviser Law Examination
    2021-10-30
  • S63 Uniform Securities Agent State Law Examination
    2017-11-09

View on SEC IAPD

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