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Wendy Marie Chance

New Edge Wealth

New Albany, OH

Stamford, CT

CRD 3193114

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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
OH RA APPROVED 2026-07-02
TX RA APPROVED_RES 2026-07-02
  • OH RA
    APPROVED
    Since 2026-07-02
  • TX RA
    APPROVED_RES
    Since 2026-07-02

Branch Locations

25 Ealy Crossing N , New Albany, OH 43054 • United States

2200 Atlantic Street Suite 200, Stamford, CT 06902 • 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
Morgan Stanley New Albany OH 05/2013 07/2026
Newedge Wealth Stamford CT 07/2026 Present
  • 05/2013 → 07/2026
    Morgan Stanley
    New Albany, OH
  • 07/2026 → Present
    Newedge Wealth
    Stamford, CT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-04-03
  • S66 Uniform Combined State Law Examination
    2006-04-03
Other Names
  • Wendy M Okeke
  • Wendy Marie Okeke

View on SEC IAPD

Nearby Firms

LIDO
COLUMBUS INVESTMENT ADVISORY INC.
EDWARD JONES

Nearby Investors

Shane Moran
JEFFREY ROBERT SIMPSON
Karin Aey

Nearby Offices

LIDO · New Albany, OH
COLUMBUS INVESTMENT ADVISORY INC. · NEW ALBANY, OH
EDWARD JONES · New Albany, OH

More in New Albany, OH

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