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Adam Michael Betancourt

New Edge Wealth

New York, NY

Stamford, CT

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Current Employers
New Edge Wealth

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-05
NJ RA APPROVED 2025-12-11
NY RA APPROVED 2025-11-17
  • FL RA
    APPROVED
    Since 2026-01-05
  • NJ RA
    APPROVED
    Since 2025-12-11
  • NY RA
    APPROVED
    Since 2025-11-17

Branch Locations

300 Park Avenue 2Nd Floor, New York, NY 10022 • 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
Summit Trail Advisors, Llc New York NY 04/2021 11/2025
Bank Of America New York NY 08/2015 03/2021
Newedge Wealth Stamford CT 11/2025 Present
  • 04/2021 → 11/2025
    Summit Trail Advisors, Llc
    New York, NY
  • 08/2015 → 03/2021
    Bank Of America
    New York, NY
  • 11/2025 → Present
    Newedge Wealth
    Stamford, CT
Previous Registrations
Designations

View on SEC IAPD

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