Best Investors Account Sign in
Inactive

Alan Chidsey

New Edge Wealth

Stamford, CT

Claim This Profile
Current Employers
New Edge Wealth

2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-04-16
  • CT RA
    APPROVED
    Since 2024-04-16

Branch Locations

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
Phineus Partners, L.P. San Francisco CA 09/2002 Present
Newedge Wealth Stamford CT 03/2024 Present
Computacenter New York NY 06/2014 12/2022
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-04-11
S63 Uniform Securities Agent State Law Examination 1993-04-02
  • S65 Uniform Investment Adviser Law Examination
    2001-04-11
  • S63 Uniform Securities Agent State Law Examination
    1993-04-02
Other Names
  • Alan Clark Chidsey

View on SEC IAPD

More in Stamford, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor