New Edge Wealth

Firm record

As recorded in SEC IAPD

Firm CRD

307771

SEC number

801-118291

Firm type

RIA

Assets under management

$19.9B as of Apr 23, 2026

Website

www.linkedin.com/company/newedgewealth ↗

Phone

2034242262

Address

2200 Atlantic Street, Stamford, CT, 06902

Advisors at this firm

128 in our index · page 2 of 3

• Joshua Peter GullyCRD 1406584 · Stamford, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Ana Karina Gonzalez DavilaCRD 7048165 · Coral Gables, FL
  IA RegisteredBroker
• Gilles GouraigeCRD 7273813 · Stamford, CT
  IA RegisteredBroker
• Jonathan David HeinesCRD 5271993 · Stamford, CT
  IA RegisteredBroker
• Burton Everett HiltonCRD 1950979 · Stamford, CT
  IA RegisteredBroker
• Richard Lewis HollmannCRD 2321706 · Stamford, CT
  IA RegisteredBroker
• Richard Lee HurtCRD 2592380 · Mcmurray, PA
  IA RegisteredBroker
• Ariel Leigh HararyCRD 4685434 · Stamford, CT
  IA RegisteredBroker
• Richard Maroon InaCRD 1769041 · Franklin, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Paul Roberts Poinsett IzlarCRD 2380481 · Atlanta, GA
  IA RegisteredRegistration inactive
• Jared Michaud KaplanCRD 2886837 · Coral Gables, FL
  IA RegisteredRegistration inactive
• Andrew Lewis KaskelCRD 2148453 · Stamford, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Brendan Hugh KeelanCRD 5165893 · Alpharetta, GA
  IA Registered
• Susan E. KimCRD 4436581 · Stamford, CT
  IA RegisteredBroker
• Jeffrey Mark KobernickCRD 2378888 · Darien, CT
  IA RegisteredBroker
• Michael Jeffrey KramerCRD 4695966 · Stamford, CT
  IA RegisteredBroker
• Alyssa Ann KaiserCRD 6300431 · Coral Gables, FL
  IA RegisteredBroker
• Connor Benjamin KirdzikCRD 6200135 · Miami, FL
  IA Registered
• Andrew William KnightCRD 7114727 · Stamford, CT
  IA RegisteredBroker
• Elizabeth G LaetschCRD 6494940 · Stamford, CT
  IA RegisteredBroker
• Robert James LeeCRD 3021831 · Coral Gables, FL
  IA RegisteredBroker
• Marc Shane LevittCRD 2400402 · Stamford, CT
  IA RegisteredBroker
• Travis John LazaroffCRD 6525980 · Miami, FL
  IA RegisteredBroker
• Benjamin Andrew LopeCRD 6813306 · Stamford, CT
  IA RegisteredBroker
• Michael Joseph MccarthyCRD 3179054 · Stamford, CT
  IA RegisteredBroker
• Diane McclungCRD 5472180 · Boca Raton, FL
  IA RegisteredBroker
• William Patrick McglothinCRD 4888118 · Knoxville, TN
  IA RegisteredBroker
• Kevin Ryan MillerCRD 6328110 · Stamford, CT
  IA RegisteredBroker
• Blaine Michael MintonCRD 2759409 · Boca Raton, FL
  IA RegisteredBroker
• Glen Ryan MintzCRD 2189984 · Park City, UT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Maria Natalia MaloneyCRD 6854531 · Boca Raton, FL
  IA RegisteredBroker
• Donald Chandler MarcontellCRD 7605192 · Coral Gables, FL
  IA RegisteredBroker
• Matthew Liam MongonCRD 4670325 · Allentown, PA
  IA RegisteredBroker
• Kennon MooreCRD 8111152 · New York, NY
  IA Registered
• Shane MoranCRD 4049171 · New Albany, OH
  IA RegisteredBroker
• Colton NeighborsCRD 7543557 · Durham, NC
  IA RegisteredRegistration inactive
• James Arthur NicholsCRD 5074977 · Nashville , TN
  IA RegisteredBroker
• Kristen Lee NunesCRD 6254464 · Stamford, CT
  IA RegisteredBroker
• John Paul NaudoCRD 2861983 · Rogers, AR
  IA RegisteredBroker
• Anneke NiemiraCRD 7697635 · Stamford, CT
  IA Registered
• Andrew NobleCRD 7073507 · Atlanta, GA
  IA RegisteredBroker
• Francisco Ricardo PerezCRD 4232500 · Stamford, CT
  IA RegisteredBroker
• Jay PetersCRD 5795718 · Stamford, CT
  IA RegisteredBroker
• Khush PatelCRD 7330296 · Coral Gables, FL
  IA RegisteredBroker
• James Thomas PatrickCRD 3260524 · Atlanta, GA
  IA RegisteredRegistration inactive
• William Douglas PhillipsCRD 5221895 · Stamford, CT
  IA RegisteredBroker
• Gregory Daniel PoolCRD 7774811 · Miami, FL
  IA Registered
• Cristina Elena PrattCRD 8031932 · New York, NY
  IA RegisteredBroker
• Kylie Randle PresleyCRD 7278940 · Atlanta, GA
  IA Registered
• Roland PritchettCRD 2284569 · Atlanta, GA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.