Monica Marie Dougherty

Current Employers

New Edge Wealth

2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-01-02
PA	RA	APPROVED	2024-08-16

TX RA
APPROVED_RES

Since 2025-01-02
PA RA
APPROVED

Since 2024-08-16

Branch Locations

4905 W. Tilghman St., Suite 318, Allentown, PA 18104 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Allentown	PA	08/2020	08/2024
Barnaby's Of West Chester	West Chester	PA	04/2018	08/2024
J O Hambro Capital Managemnt	Berwyn	PA	01/2019	07/2020
Wawa	Horsham	PA	12/2016	04/2018
West Chester University Work Study Program	West Chester	PA	08/2016	04/2018
Newedge Securities Inc	Pittsburgh	PA	08/2024	Present
Newedge Wealth	Stamford	CT	08/2024	Present

08/2020 → 08/2024

Morgan Stanley Smith Barney Llc

Allentown, PA
04/2018 → 08/2024

Barnaby's Of West Chester

West Chester, PA
01/2019 → 07/2020

J O Hambro Capital Managemnt

Berwyn, PA
12/2016 → 04/2018

Wawa

Horsham, PA
08/2016 → 04/2018

West Chester University Work Study Program

West Chester, PA
08/2024 → Present

Newedge Securities Inc

Pittsburgh, PA
08/2024 → Present

Newedge Wealth

Stamford, CT

Previous Registrations

2020-11-23 → 2024-08-22

Morgan Stanley

Chicago, IL

Allentown, PA

Other Businesses

1. CorePower Yoga*No Invest*8/1/24*Philadelphia PA*Yoga studio*Studio Experience Team Member*Assists in checking in yoga members to classes and cleaning studio*4 Hrs trade/0 non trade

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-11-23

S66 Uniform Combined State Law Examination

2020-11-23

View on SEC IAPD