Walter Granruth

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

Authority	Category	Status	Date
CT	RA	APPROVED	2020-12-22
TX	RA	APPROVED	2020-12-11

CT RA
APPROVED

Since 2020-12-22
TX RA
APPROVED

Since 2020-12-11

Branch Locations

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

19 Old Kings Highway South, Darien, CT 06820 • 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

Organization	City	State	From	To
Ubs Warburg	New York	NY	03/2002	12/2020
Mid Atlantic Capital Corporation	Darien	CT	12/2020	Present
New Edge Wealth	Darien	CT	12/2020	Present

03/2002 → 12/2020

Ubs Warburg

New York, NY
12/2020 → Present

Mid Atlantic Capital Corporation

Darien, CT
12/2020 → Present

New Edge Wealth

Darien, CT

Previous Registrations

2009-11-30 → 2020-12-22

Ubs Financial Services Inc.

New York, NY

Other Businesses

1)NEW EDGE WEALTH~INVESTMENT RELATED~DARIEN, CONNECTICUT, 06820~INVESTMENT ADVISOR REPRESENTATIVE~DECEMBER 2020~80HRS PER MONTH~80HRS PER MONTH DURING MARKET~FINANCIAL SERVICES TO HIGH NET WORTH INDIVIDUALS

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-03-11

S66 Uniform Combined State Law Examination

2009-03-11

View on SEC IAPD