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New Edge Wealth CRD 307771
$19.9B regulatory AUM 37 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-04 |
| TN | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Nashville | TN | 02/2014 | 06/2023 |
| Newedge Wealth | Stamford | CT | 06/2023 | Present |
| Newedge Securities Inc | Pittsburgh | PA | 06/2023 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-27 |
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