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Robert E Balfour

New Edge Wealth

Chicago, IL

Stamford, CT

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Current Employers
New Edge Wealth

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-08-22
TX RA APPROVED 2025-08-22
  • IL RA
    APPROVED
    Since 2025-08-22
  • TX RA
    APPROVED
    Since 2025-08-22

Branch Locations

1 N Wacker Dr, Chicago, IL 60606 • United States

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
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Chicago IL 03/2016 08/2025
Newedge Securities Llc Pittsburgh PA 08/2025 Present
Newedge Wealth Stamford CT 08/2025 Present
  • 03/2016 → 08/2025
    Wells Fargo Clearing Services, Llc
    Chicago, IL
  • 08/2025 → Present
    Newedge Securities Llc
    Pittsburgh, PA
  • 08/2025 → Present
    Newedge Wealth
    Stamford, CT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-03
S63 Uniform Securities Agent State Law Examination 2015-05-03
  • S65 Uniform Investment Adviser Law Examination
    2018-03-03
  • S63 Uniform Securities Agent State Law Examination
    2015-05-03
Other Names
  • Robert E Balfour

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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