Thomas Boyd Ames

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

• 10/2015 → 05/2017
  Infinite Venture, Llc
  Boston, MA
• 09/2017 → 10/2018
  Kamylon Holdings
  Wellesley, MA
• 03/2019 → 05/2019
  Lyft
  San Francisco, CA
• 02/2017 → 09/2019
  Uber Technologies
  San Francisco, CA
• 10/2019 → 01/2020
  Morgan Stanley Smith Barney Llc
  Boston, MA
• 01/2020 → 02/2026
  Morgan Stanley Smith Barney Llc
  Boston, MA
• 01/2020 → 02/2026
  Morgan Stanley Private Bank, N.A
  New York, NY
• 02/2026 → Present
  Newedge Securities Llc
  Pittsburgh, PA
• 02/2026 → Present
  Newedge Wealth
  Stamford, CT
• 01/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2019-10-31 → 2026-02-27
  Morgan Stanley
  Boston, MA
  Boston, MA
  Hyannis, MA

Other Businesses

1. MOIC Wealth, LLC*Yes Invest*Vice President, Wealth Advisor*ENGLEWOOD FL*LLC as Part of NewEdge Wealth transition.*Partner*General Record Keeping*2/2/26*0 Hrs/1 Trade 2.AMJA 401k Trust*Yes Invest*Vice President, Wealth Advisor*Charlestown, MA*Solo 401k for my wife's business*Co-Trustee*5/22/26*0 Hr Trade/1 Non trade

Exams

• S66 Uniform Combined State Law Examination
  2019-10-31