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New Edge Wealth CRD 307771
$19.9B regulatory AUM 37 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-06-03 |
| TX | RA | APPROVED | 2026-06-03 |
Branch Locations
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newedge Wealth | Stamford | CT | 06/2026 | Present |
| Morgan Stanley | New York | NY | 04/2025 | 04/2026 |
| Waterworks Food + Drink | Winooski | VT | 10/2024 | 04/2025 |
| Stowe Mountain Resort | Stowe | VT | 02/2025 | 04/2025 |
| The Strike Zone | Essex Junction | VT | 12/2022 | 06/2024 |
| Global Emerging Markets | New York | NY | 04/2021 | 03/2022 |
| Agave Taco And Tequila Casa | Williston | VT | 12/2017 | 12/2022 |
| Unemployed | Williston | VT | 06/2024 | 10/2024 |
| Ramuntos Brick Oven Pizza | Williston | VT | 10/2015 | 12/2017 |
| Newedge Securities Llc | Pittsburgh | PA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-05 |
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