Nathan Robert Emrick

Employer firm

New Edge Wealth CRD 307771

$19.9B regulatory AUM 37 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2020 → 08/2024
  Morgan Stanley
  Allentown, PA
• 06/2019 → 08/2019
  Morgan Stanley
  Allentown, PA
• 06/2018 → 08/2018
  Morgan Stanley
  Conshohocken, PA
• 09/2017 → 08/2024
  Muhlenberg College
  Allentown, PA
• 09/2013 → 06/2017
  The Episcopal Academy
  Newtown Square, PA
• 08/2024 → Present
  Newedge Securities Inc
  Pittsburgh, PA
• 08/2024 → Present
  Newedge Wealth
  Stamford, CT

Previous Registrations

• 2021-01-01 → 2024-08-22
  Morgan Stanley
  Allentown, PA

Other Businesses

1. Fixed annuities and insurance* Yes*Allenton, PA Licensed insurance agent with CoreBridge, American General, Prudential, Lincoln Financial Group, Jackson National Life, John Hancock, Global Atlantic, Pacific Life*Licensed insurance agent with CoreBridge, American General, Prudential, Lincoln Financial Group, Jackson National Life, John Hancock, Global Atlantic, Pacific Life*Licensed insurance agent with CoreBridge, American General, Prudential, Lincoln Financial Group, Jackson National Life, John Hancock, Global Atlantic, Pacific Life*8/16/24*1 Hour trade/1 Hr non trade 2. Board of Trustees member: Good Shepherd Rehabilitation Network, Investment Committee Chairman*Center Valley, PA* Yes Invest*Rehabilitation Hospital*Board of Trustees member: Good Shepherd Rehabilitation Network, Investment Committee Chairman*Oversee the activities of the investment committee, monitoring the portfolio to ensure alignment with the Investment policies of GSRN. Provide oversight of the independent investment advisory firm (SEI), who manages the GSRN endowment, defined benefit pension and Defined contribution retirement plan*2 Hrs trade/.5 non trade

Exams

• S66 Uniform Combined State Law Examination
  2020-12-29