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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 | 2026-01-05 |
| NH | RA | APPROVED | 2024-11-26 |
Branch Locations
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Portsmouth | NH | 01/2016 | 01/2020 |
| Triad Advisors Llc | Norcross | GA | 01/2020 | 05/2023 |
| Gwm Advisors, Llc | New Orleans | LA | 01/2020 | 11/2020 |
| Pallas Capital Advisors, Llc | Portsmouth | NH | 11/2020 | 11/2024 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 08/2023 | 11/2024 |
| Newedge Securities | Pittsburgh | PA | 11/2024 | Present |
| Newedge Wealth | Stamford | CT | 11/2024 | Present |
1.) Old York Historical Society. Not investment related. 3 Lindsay Road, York, ME 03909. non-profit organization with a mandate to promote and protect York Maine's rich history and historical landmarks thus enhancing the town; Board of Directors. 7/2021. 5-10 hrs./month. 0 hrs. during trading. Form a strategic plan, plan events, prepare a budget, general non-profit/typical BOD duties. 2) CBA Asset Management* Yes Invest*11/5/24*Portsmouth NH*This is my company and how I operate my business at New Edge*Owner and Manager*manage my book of business at NEW*480 hour/0 non trade
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-26 |
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