Kenneth Charles Green

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

• 06/2025 → 08/2026
  Charles Schwab & Co., Inc.
  Westlake, TX
• 06/2015 → 05/2025
  Full-Time Education
  Southbury, CT
• 12/2023 → 01/2025
  Green Wealth Managment Group
  Southbury, CT
• 08/2026 → Present
  Newedge Wealth
  Stamford, CT

Previous Registrations

• 2025-07-22 → 2025-08-17
  Charles Schwab & Co., Inc.
  Westlake, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-04-22
• S65 Uniform Investment Adviser Law Examination
  2025-07-22

Other Names

• Kenneth Green