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Connor Benjamin Kirdzik

New Edge Wealth

Stamford, CT

Miami, FL

CRD 6200135

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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

AuthorityCategoryStatusDate
FL RA APPROVED 2023-04-16
TX RA APPROVED 2023-04-10
  • FL RA
    APPROVED
    Since 2023-04-16
  • TX RA
    APPROVED
    Since 2023-04-10

Branch Locations

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

1111 Brickell Ave, Suite 2180, Miami, FL 33131 • 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
Bank Of America New York NY 06/2014 10/2022
Unemployed Coral Gables FL 11/2022 04/2023
Newedge Wealth Stamfod CT 04/2023 Present
  • 06/2014 → 10/2022
    Bank Of America
    New York, NY
  • 11/2022 → 04/2023
    Unemployed
    Coral Gables, FL
  • 04/2023 → Present
    Newedge Wealth
    Stamfod, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-07
  • S65 Uniform Investment Adviser Law Examination
    2023-03-07

View on SEC IAPD

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