Kristen Lee Nunes

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

• 08/2015 → 11/2017
  Columbia Management Investment Distributors Inc
  Providence, RI
• 12/2017 → 08/2021
  Pruco Securities, Llc
  Warwick, RI
• 12/2017 → 01/2019
  The Prudential Insurance Company Of America
  Warwick, RI
• 01/2019 → 08/2021
  The Prudential Insurance Company Of America
  Warwick, RI
• 09/2023 → 01/2026
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 10/2021 → 01/2026
  Pallas Capital Advisors, Llc
  Braintree, MA
• 01/2026 → Present
  Newedge Securities Llc
  Pittsburgh, PA
• 01/2026 → Present
  Newedge Wealth
  Stamford, CT

Previous Registrations

• 2021-10-21 → 2025-12-31
  Pallas Capital Advisors, Llc
  Braintree, MA
  Middletown, RI
  Johnston, RI
• 2019-01-16 → 2021-08-19
  Pruco Securities, Llc.
  Needham, MA
  Warwick, RI
  Warwick, RI

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-28
• S63 Uniform Securities Agent State Law Examination
  2013-11-19

Other Names

• Kristen Lee Flaminio
• Kristen Lie Nunes