Nathan Freshwater

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

• 05/2020 → 04/2023
  Waldron Private Wealth, Llc
  Bridgeville, PA
• 01/2019 → 05/2020
  Wells Fargo Advisors
  Pittsburgh, PA
• 06/2016 → 12/2018
  Fresh Shine
  Pittsburgh, PA
• 09/2017 → 12/2020
  Duquesne University
  Pittsburgh, PA
• 09/2013 → 08/2017
  St Peters High School
  Mansfield, OH
• 04/2023 → 04/2025
  Waldron Private Wealth, Llc
  Bridgeville, PA
• 04/2025 → Present
  Newedge Wealth
  Stamford, CT
• 04/2025 → Present
  Newedge Securites Llc
  Pittsburgh, PA

Previous Registrations

• 2021-08-21 → 2025-04-08
  Waldron Private Wealth
  Bridgeville, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-06-09
• S65 Uniform Investment Adviser Law Examination
  2021-08-21

Designations

• Certified Financial Planner