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Paul Douglas Emrick

New Edge Wealth

Stamford, CT

Allentown, PA

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Current Employers
New Edge Wealth

2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-02
PA RA APPROVED 2024-08-16
  • TX RA
    APPROVED_RES
    Since 2025-01-02
  • PA RA
    APPROVED
    Since 2024-08-16

Branch Locations

2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States

4905 W. Tilghman St., Suite 250, Allentown, PA 18104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Private Bank, N.A. New York NY 01/2015 08/2024
Morgan Stanley Smith Barney Llc Allentown PA 07/2013 08/2024
Morgan Stanley Smith Barney Llc West Conshohocken PA 09/2014 02/2021
Newedge Securities Inc Pittsburgh PA 08/2024 Present
Newedge Wealth Stamford CT 08/2024 Present
Morgan Stanley Private Bank, N.A New York NY 01/2015 Present
  • 01/2015 → 08/2024
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 07/2013 → 08/2024
    Morgan Stanley Smith Barney Llc
    Allentown, PA
  • 09/2014 → 02/2021
    Morgan Stanley Smith Barney Llc
    West Conshohocken, PA
  • 08/2024 → Present
    Newedge Securities Inc
    Pittsburgh, PA
  • 08/2024 → Present
    Newedge Wealth
    Stamford, CT
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2013-04-26 → 2024-08-22
    Morgan Stanley
    Philadelphia, PA
    Allentown, PA
    Allentown, PA
    West Conshohocken, PA
    Allentown, PA
    Chicago, IL
  • 2001-02-05 → 2010-09-09
    Mfp Strategies
    Bethlehem, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-10-21
S63 Uniform Securities Agent State Law Examination 1992-09-09
  • S65 Uniform Investment Adviser Law Examination
    1994-10-21
  • S63 Uniform Securities Agent State Law Examination
    1992-09-09

View on SEC IAPD

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