Colton Neighbors

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

• 06/2023 → 10/2023
  W&S Brokerage Services
  Cincinnati, OH
• 01/2023 → 06/2023
  Western & Southern Life
  Cary, NC
• 08/2021 → 05/2023
  North Carolina State University
  Raleigh, NC
• 01/2013 → 05/2019
  Triton High
  Erwin, NC
• 11/2023 → 11/2025
  Fidelity Investments
  Durham, NC
• 08/2019 → 05/2021
  East Caolina University
  Greenville, NC
• 05/2022 → 02/2023
  Northwestern Mutual
  Raleigh, NC
• 08/2021 → 04/2022
  Pnc Arena
  Raleigh, NC
• 03/2020 → 08/2020
  Medlin Dorman
  Benson, NC
• 03/2025 → 09/2025
  Fidelity Investments
  Boston, MA
• 09/2025 → Present
  Newedge Wealth
  Stamford, CT

Previous Registrations

• 2025-03-31 → 2025-09-11
  Strategic Advisers Llc
  Durham, NC
  Dunn, NC
  Boston, MA
• 2025-03-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC
  Dunn, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-03-03
• S63 Uniform Securities Agent State Law Examination
  2023-09-13

Other Names

• Colton Neighbors
• Colton Jameson Neighbors