Jason Gregory Fay

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:

Current Employers

New Edge Wealth

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-01-02
CT	RA	APPROVED	2023-11-20

TX RA
APPROVED

Since 2025-01-02
CT RA
APPROVED

Since 2023-11-20

Branch Locations

2200 Atlantic Street Suite 200, Stamford, CT 06902 • 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

Organization	City	State	From	To
Macro Risk Advisors	New York	NY	10/2014	12/2016
Gcsa	New York	NY	01/2017	02/2018
Ubs Financial Services	Stamford	NY	04/2018	08/2021
Mid Atlantic Capital Corporation	Darien	CT	08/2021	Present
Newedge Wealth	Stamford	CT	11/2023	Present

10/2014 → 12/2016

Macro Risk Advisors

New York, NY
01/2017 → 02/2018

Gcsa

New York, NY
04/2018 → 08/2021

Ubs Financial Services

Stamford, NY
08/2021 → Present

Mid Atlantic Capital Corporation

Darien, CT
11/2023 → Present

Newedge Wealth

Stamford, CT

Other Businesses

1)GCSA Capital, New York, NY, Limited Partnerships investments - - - - - - - - - - - - - - - - - - - - - 2)NewEdge Wealth~Investment Related~Darien, CT 06820~Selling insurance policies~Jan 2022~5 hours per month~5 hours per month during market

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-11-16
S63	Uniform Securities Agent State Law Examination	2001-10-23

S65 Uniform Investment Adviser Law Examination

2023-11-16
S63 Uniform Securities Agent State Law Examination

2001-10-23

View on SEC IAPD