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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-24 |
| UT | RA | APPROVED | 2021-05-24 |
Branch Locations
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
1775 Prospector Avenue Suite 200, Park City, UT 84060 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Salt Lake City | UT | 07/2008 | 04/2021 |
| Newedge Securities, Inc. | Stamford | CT | 05/2021 | Present |
| New Edge Wealth | Stamford | CT | 05/2021 | Present |
1)NEW EDGE WEALTH~INVESTMENT RELATED~PARK CITY, UTAH~INVESTMENT ADVISOR REPRESENTATIVE~MAY 2021~80HRS PER MONTH~80HRS PER MONTH DURING MARKET~FINANCIAL SERVICES TO HIGH NET WORTH INDIVIDUALS - - - - 2)JT ASSET MANAGEMENT~INVESTMENT RELATED~AT REPORTED BUSINESS LOCATION(S)~ASSET MANAGEMENT~NOV 18 2021~150 HOURS PER MONTH~40 HOURS PER MONTH DURING MARKET~ASSET MANAGEMENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-03 |
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