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Eric J Chan

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
CT RA APPROVED 2025-10-24
  • CT RA
    APPROVED
    Since 2025-10-24

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated New Haven CT 10/2015 04/2018
Bank Of America, N.A. New Haven CT 04/2016 04/2018
Morgan Stanley New York NY 04/2018 01/2023
Wells Fargo Clearing Services, Llc Purchase NY 01/2023 10/2025
Newedge Wealth Stamford CT 10/2025 Present
Newedge Securities Llc Pittsburgh PA 10/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-07
  • S66 Uniform Combined State Law Examination
    2016-05-07
Other Names
  • Eric J Chan
  • Eric Jonathan Chan

View on SEC IAPD

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