Andrew William Knight

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:

Current Employers

New Edge Wealth

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

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2023-02-13
TX	RA	APPROVED	2023-02-13

CT RA
APPROVED

Since 2023-02-13
TX RA
APPROVED

Since 2023-02-13

Branch Locations

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

Organization	City	State	From	To
Saxe Middle School / New Canaan High School	New Canaan	CT	09/2011	06/2017
Unemployed	New Canaan	CT	06/2017	09/2017
Skidmore College	Saratoga Springs	NY	09/2017	05/2021
Newedge Wealth	Darien	CT	05/2021	09/2021
Newedge Wealth	Stamford	CT	09/2021	Present
Newedge Securities Inc	Pittsburgh	PA	01/2023	Present

09/2011 → 06/2017

Saxe Middle School / New Canaan High School

New Canaan, CT
06/2017 → 09/2017

Unemployed

New Canaan, CT
09/2017 → 05/2021

Skidmore College

Saratoga Springs, NY
05/2021 → 09/2021

Newedge Wealth

Darien, CT
09/2021 → Present

Newedge Wealth

Stamford, CT
01/2023 → Present

Newedge Securities Inc

Pittsburgh, PA

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: 02/13/2023

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-02-10

S66 Uniform Combined State Law Examination

2023-02-10

View on SEC IAPD