Alan Chidsey

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

• 09/2002 → Present
  Phineus Partners, L.P.
  San Francisco, CA
• 03/2024 → Present
  Newedge Wealth
  Stamford, CT
• 06/2014 → 12/2022
  Computacenter
  New York, NY

Previous Registrations

• 2003-01-27 → 2015-12-09
  Phineus Partners, L.P.
• 2002-11-08 → 2002-12-31
  Phineus Partners, L.P.
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-04-11
• S63 Uniform Securities Agent State Law Examination
  1993-04-02

Other Names

• Alan Clark Chidsey