Best Investors Account Sign in

Paige Austin Graham Muirhead

New Edge Wealth

Stamford, CT

Franklin, TN

CRD 6281388

Claim This Profile
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
TX RA APPROVED_RES 2023-06-04
TN RA APPROVED 2023-06-02
  • TX RA
    APPROVED_RES
    Since 2023-06-04
  • TN RA
    APPROVED
    Since 2023-06-02

Branch Locations

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

3401 Mallory Lane Suite 435, Franklin, TN 37067 • 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
Ubs Financial Services Nashville TN 02/2014 06/2023
Newedge Wealth Stamford CT 06/2023 Present
Newedge Securities Inc Pittsburgh PA 06/2023 Present
  • 02/2014 → 06/2023
    Ubs Financial Services
    Nashville, TN
  • 06/2023 → Present
    Newedge Wealth
    Stamford, CT
  • 06/2023 → Present
    Newedge Securities Inc
    Pittsburgh, PA
Previous Registrations
Other Businesses

1) Abrasive Media / 438 Houston Street, Nashville, TN 37203 / No / Active / Start Date 7/2/2018 /// 2) Suspended Gravity Circus LLC / 1123 Leland Avenue, Nashville, TN 37216 / No / Active / Start Date 7/2/2018 /// 3) Acme Feed and Seed / Restaurant / waitress 4) NewEdge NEW*Yes Invest*6/2023*Investment Advisor*Stamford, CT* 40 hrs/0 non trade

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-27
  • S66 Uniform Combined State Law Examination
    2018-06-27

View on SEC IAPD

More in Stamford, CT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor