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Andrew Morris Draft

New Edge Wealth

Miami, FL

Stamford, CT

CRD 7832619

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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
TX RA APPROVED 2025-01-02
FL RA APPROVED 2023-11-16
  • TX RA
    APPROVED
    Since 2025-01-02
  • FL RA
    APPROVED
    Since 2023-11-16

Branch Locations

1111 Brickell Avenue, Suite 2180, Miami, FL 33131 • 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
Aviato Calendar Ventures, Llc Chicago IL 06/2014 04/2017
Postmates Inc. Chicago IL 04/2017 06/2019
Uber Technologies, Inc Chicago IL 11/2019 08/2021
Grover Usa Inc. Miami FL 08/2021 08/2023
Newedge Wealth Stamford CT 11/2023 Present
Unemployed Chicago IL 06/2019 11/2019
  • 06/2014 → 04/2017
    Aviato Calendar Ventures, Llc
    Chicago, IL
  • 04/2017 → 06/2019
    Postmates Inc.
    Chicago, IL
  • 11/2019 → 08/2021
    Uber Technologies, Inc
    Chicago, IL
  • 08/2021 → 08/2023
    Grover Usa Inc.
    Miami, FL
  • 11/2023 → Present
    Newedge Wealth
    Stamford, CT
  • 06/2019 → 11/2019
    Unemployed
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-07
  • S65 Uniform Investment Adviser Law Examination
    2023-11-07
Other Names
  • Andrew Draft

View on SEC IAPD

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