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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-18 |
| TX | RA | APPROVED | 2026-08-18 |
Branch Locations
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newedge Securities Llc | Pittsburgh | PA | 02/2025 | Present |
| Winn-Dixie Grocery Store | Orlando | FL | 06/2016 | 06/2018 |
| City Of Oviedo Parks And Recreation | Oviedo | FL | 05/2019 | 01/2021 |
| General Nutrition Center | West Haven | CT | 06/2021 | 08/2021 |
| Adidas Inc | Clinton | CT | 06/2022 | 08/2022 |
| Mactivity Gym | New Haven | CT | 06/2023 | 08/2023 |
| West Haven Senior Center | West Haven | CT | 06/2024 | 08/2024 |
| Newedge Weath | Stamford | CT | 02/2025 | Present |
| Unemployed | Oviedo | FL | 06/2018 | 05/2019 |
| Unemployed | West Haven | CT | 01/2021 | 06/2021 |
| Unemployed | West Haven | CT | 08/2021 | 06/2022 |
| Unemployed | West Haven | CT | 08/2022 | 06/2023 |
| Unemployed | West Haven | CT | 08/2023 | 06/2024 |
| Unemployed | West Haven | CT | 08/2024 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-27 |
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