Michaelangelo Dooley

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

• 09/2010 → 01/2022
  Ubs Financial Services Inc.
  Coral Gables, FL
• 01/2022 → Present
  Newedge Wealth, Llc
  Stamford, CT
• 01/2022 → Present
  Newedge Securities, Inc.
  Stamford, CT

Previous Registrations

• 2011-10-26 → 2022-02-14
  Ubs Financial Services Inc.
  Weehawken, NJ
  Weehawken, NJ
  Coral Gables, FL
  Weehawken, NJ
  Coral Gables, FL

Other Businesses

1. MDMP Holdings, LLC~Non investment related~Miami, FL 33155~LLC owned by my wife and I~Jan 24 2022~N/A~N/A~LLC owned by my wife and I 2. South Florida After-School All-Stars...Not investment related...On the board of directors of South Florida After School All Stars. I served as vice chair between 2020 and Aug 2022 and will take over as Chairman in August 2022. There are no ownership interests in the organization....Start Date 7/21/22...4 hours per month outside of trade hours....4 Hours per month during trade hours...Miami, FL 33199 4)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: 01/28/2022 5)NewEdge Wealth*Request to add fixed annuities and insurance*Yes Invest*3per mnth/3trade*6/6/23 6)Claremedica Holdings, LLC*Limited Partner investor in a healthcare company. I have no role in the management of the Company.*No Invest*0Hrs*1/1/22*

Exams

• S66 Uniform Combined State Law Examination
  2011-10-24

Designations

• Certified Financial Planner