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Jamie Paula Wolff

New Edge Wealth

Stamford, CT

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Current Employers
New Edge Wealth

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2022-05-02
NY RA APPROVED 2022-04-29
TX RA APPROVED 2022-04-29
  • CT RA
    APPROVED
    Since 2022-05-02
  • NY RA
    APPROVED
    Since 2022-04-29
  • TX RA
    APPROVED
    Since 2022-04-29

Branch Locations

2200 Atlantic Street 2Nd Floor, Stamford, CT 06902 • United States

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. New York NY 09/2013 04/2022
Newedge Securities. Inc. Pittsburgh PA 04/2022 Present
Newedge Wealth Stamford CT 04/2022 Present
  • 09/2013 → 04/2022
    New York, NY
  • 04/2022 → Present
    Newedge Securities. Inc.
    Pittsburgh, PA
  • 04/2022 → Present
    Newedge Wealth
    Stamford, CT
Previous Registrations
Other Businesses

1. GRIFFON FARM; 193 Salem Rd, Pound Ridge, NY 10576; Horse boarding and training; Proprietor/owner; Keep horses at my house in my barn; 3/5/2020; Business hours per month: 15...0 hours during trading...Not investment related 2.insurance Lincoln Financial*Yes Invest*no ownership interest*2 Hrs per mnth/2 DUring Trade*8/1/22 3.NewEdge Wealth, LLC, an IAR. Financial Advisor for investment related business for ultra-high net worth individuals. 120 hours a month during trading hours.  Home office 2200 Atlantic Street, Stamford CT, 06902.Start Date: 04/29/2022 4.Director of the Rosenberg Foundation*Hicksville NY*No Invest*The Rosenberg Foundation is a foundation created to giving to medical funds for children, health associations, Jewish agencies, hospitals, and colleges*Director*In my role as Director, I would be able to issue checks to the charities that the family has chosen is Barry Rosenberg is incapacitated.*1 Hr Trade/0 Non Trade 5. BFN Enterprise LLC*No Invest*Principal*Boynton Beach, Florida*Forming an LLC to Purchase a $70,000 condo to redo it and sell it.  My brother-in-law is a contractor and we will be 50/50 partners.  His name is Moshe Deri*Partner*Buy property and manage cost of the project*8/31/26*0 Hrs Trade/15 Non trade

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-05-16
S63 Uniform Securities Agent State Law Examination 1992-10-22
  • S65 Uniform Investment Adviser Law Examination
    1996-05-16
  • S63 Uniform Securities Agent State Law Examination
    1992-10-22
Other Names
  • Jamie Lanz
  • Jamie Paula Lanzisera

View on SEC IAPD

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