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Austin Capasso

New Edge Wealth

Stamford, CT

CRD 7553896

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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
CT RA APPROVED 2024-08-14
  • CT RA
    APPROVED
    Since 2024-08-14

Branch Locations

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
Eastchester High School Eastchester NY 09/2012 09/2016
Fairfield University Fairfield CT 09/2016 02/2020
Eclipse Business Capital Westport CT 02/2000 03/2022
Newedge Wealth Stamford CT 03/2022 Present
Newedge Securities Inc Pittsburgh PA 12/2023 Present
  • 09/2012 → 09/2016
    Eastchester High School
    Eastchester, NY
  • 09/2016 → 02/2020
    Fairfield University
    Fairfield, CT
  • 02/2000 → 03/2022
    Eclipse Business Capital
    Westport, CT
  • 03/2022 → Present
    Newedge Wealth
    Stamford, CT
  • 12/2023 → Present
    Newedge Securities Inc
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-29
  • S66 Uniform Combined State Law Examination
    2024-07-29

View on SEC IAPD

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