Donald Chandler Marcontell

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

• 07/2022 → 04/2024
  Equitable Advisors, Llc
  New York, NY
• 08/2021 → 05/2022
  Campus Crates
  Waco, TX
• 06/2022 → 07/2022
  Unemployed
  Westlake, TX
• 06/2019 → 07/2019
  Hey Sugar Candy Store
  Roanoke, TX
• 05/2020 → 08/2020
  Bloomfield Homes
  Justin, TX
• 08/2018 → 05/2022
  Baylor University
  Waco, TX
• 08/2016 → 09/2018
  Red Rock Canyon Grill
  Southlake, TX
• 08/2014 → 06/2018
  Southlake Carroll High School
  Southlake, TX
• 04/2024 → 01/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 05/2024 → 01/2026
  Bank Of America N.A.
  Dallas, TX
• 02/2026 → Present
  Newedge Securities Llc
  Pittsburgh, PA
• 02/2026 → Present
  Newedge Wealth
  Stamford, CT

Previous Registrations

• 2026-02-11 → 2026-02-13
  New Edge Wealth
  Coral Gables, FL
  Stamford, CT
• 2024-05-08 → 2026-01-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 2023-07-17 → 2024-04-09
  Equitable Advisors, Llc
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-30
• S63 Uniform Securities Agent State Law Examination
  2022-10-28

Other Names

• Chandler Marcontell
• Donald C Marcontell