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Benjamin Weinberg

Edge Wealth Management, LLC

New York, NY

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Current Employers
Edge Wealth Management, Llc

805 Third Avenue Floor 12, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-01-28
  • NY RA
    APPROVED
    Since 2022-01-28

Branch Locations

805 Third Avenue Floor 12, New York, NY 10022 • 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
Wealthspire Advisors New York NY 05/2019 02/2020
Edge Wealth Management New York NY 09/2020 Present
Tulane University New Orleans LA 08/2015 05/2019
Unemployed New York NY 03/2020 08/2020
  • 05/2019 → 02/2020
    Wealthspire Advisors
    New York, NY
  • 09/2020 → Present
    Edge Wealth Management
    New York, NY
  • 08/2015 → 05/2019
    Tulane University
    New Orleans, LA
  • 03/2020 → 08/2020
    Unemployed
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-28
  • S65 Uniform Investment Adviser Law Examination
    2022-01-28

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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