Erica Jan Weiser

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → 05/2018
  Edelman Financial Services, Llc
  Farfax, VA
• 05/2017 → 05/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 06/2016 → 05/2017
  Unemployed
  Waxhaw, NC
• 05/2018 → 04/2020
  Mariner Wealth Advisors
  Overland Park, KS
• 05/2018 → 12/2019
  Msec, Llc
  Overland Park, KS
• 04/2020 → 01/2022
  Lpl Financial, Llc
  Fort Mill, SC
• 01/2022 → 08/2025
  Mercer Global Advisors Inc.
  Charlotte, NC
• 09/2025 → Present
  Newedge Wealth
  Stamford, CT

Previous Registrations

• 2022-02-28 → 2025-09-18
  Mercer Global Advisors Inc.
  Charlotte, NC
  Denver, CO
• 2020-05-26 → 2022-01-31
  Lpl Financial Llc
  Fort Mill, SC
• 2018-07-05 → 2020-05-06
  Mariner
  Overland Park, KS
• 2017-05-15 → 2018-05-17
  Edelman Financial Services, Llc
  Fairfax, VA
• 2015-07-17 → 2016-06-15
  Cetera Wealth Services, Llc
  Waxhaw, NC
  El Segundo, CA
• 2014-06-03 → 2015-06-23
  Assetmark, Inc.
  Concord, CA

Other Businesses

1. 8/26/2020 - Weiser Wellness - Not Investment Related - Home Based - MLM - Start Date: 9/2020 - 20 Hours Per Month/0 Hours During Securities Trading - A natural health company that sells vitamins, natural cleaning products for the home, skin care products, etc.

Exams

• S66 Uniform Combined State Law Examination
  2014-06-03
• S63 Uniform Securities Agent State Law Examination
  2005-05-03
• S65 Uniform Investment Adviser Law Examination
  1994-10-18

Other Names

• Erica Jan Abeles
• Erica J Abeles
• Erica J Abeles
• Erica J Weiser