Andrew Lewis Kaskel

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 → 02/2026
  Morgan Stanley
  Purchase, NY
• 10/2015 → 02/2026
  Morgan Stanley Private Bank, National Association
  New York, NY
• 02/2026 → Present
  Newedge Wealth
  Stamford, CT
• 02/2026 → Present
  Newedge Securities Llc
  Pittsburgh, PA

Previous Registrations

• 2015-10-09 → 2025-04-11
  Morgan Stanley
  New York, NY
  New York, NY
  Purchase, NY
• 2008-05-06 → 2015-11-05
  Credit Suisse Securities (Usa) Llc
  New York, NY
  New York, NY
  Greenwich, CT
• 2004-10-28 → 2008-05-15
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-02-23
• S63 Uniform Securities Agent State Law Examination
  1991-06-27

Other Names

• Andrew Kaskel