Ana Karina Gonzalez Davila

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

• 12/2018 → 01/2022
  Ubs Financial Services Inc.
  Miami, FL
• 04/2018 → 11/2018
  Blueprint Wealth Alliance
  Miami, FL
• 06/2018 → 10/2018
  Rxbar
  Miami, FL
• 10/2015 → 04/2018
  Miami School Of Business And Executive Education
  Miami, FL
• 05/2017 → 03/2018
  Highway Nine Marketing
  Miami, FL
• 07/2015 → 12/2018
  University Of Miami
  Miami, FL
• 01/2022 → Present
  Newedge Wealth, Llc
  Stamford, CT
• 01/2022 → Present
  Newedge Securities, Inc.
  Stamford, CT

Previous Registrations

• 2019-12-12 → 2022-02-14
  Ubs Financial Services Inc.
  Coral Gables, FL

Other Businesses

1)NewEdge Wealth, LLC, an IAR. Sales Assistant for investment related business for ultra-high net worth individuals. 120 hours a month during trading hours.  Home office 2200 Atlantic Street, Stamford CT, 06902. Start Date: 01/28/2022

Exams

• S66 Uniform Combined State Law Examination
  2019-12-10

Other Names

• Ana Karina Gonzalez