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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-23 |
| TX | RA | APPROVED_RES | 2021-10-07 |
Branch Locations
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
1111 Brickell Avenue 10Th Floor, Miami, FL 33131 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 07/1993 | 08/2019 |
| Bank Of America, N.A. | Miami | FL | 05/2011 | 08/2019 |
| Boston Private Wealth | New York | NY | 10/2019 | 10/2021 |
| New Edge Wealth | Stamford | CT | 10/2021 | Present |
I*29009 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: KEY BISCAYNE COMMUNITY FOUNDATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: KEY BISCYANE, FLORIDA 33149 NATURE OF BUSINESS: CHARITABLE ORGANIZATION,NON PROFIT POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 1/1/2021 NUMBER OF HOURS DEVOTED: 8 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: BOARD MEMBER I*29009 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: South Florida Neuroscience Center INVESTMENT RELATED: N ADDRESS OF BUSINESS: 2150 CORAL WAY, 8th Fl MIAMI, FLORIDA 33145 NATURE OF BUSINESS: CHARITABLE ORGANIZATION,NON PROFIT POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 1/1/2021 NUMBER OF HOURS DEVOTED: 8 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: BOARD MEMBER forbes council-The Firm permits its associates to engage in outside business activities and affiliations subject to prior approval that allows for consideration of potential conflicts of interest. The intent of this policy is to ensure that associates are able to engage in activities that may be desirable or necessary in their lives outside of the firm, while maintaining the ability to continue to contribute objectively and effectively as a valuable asset.-3 or 4 articles a year - approved by compliance-Not investment-1 Hr per mnth*1/30/23*Forbes Council - 1-844-35105800 Top Tier Authentics*own 300K of the company. Occasional calls top advise them with several other folks*No Invest*no clients or friends involved.*1 hr per mnth-1 during trade*Aug 21 2023*CT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-15 |
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