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 3 of 3

• Alis Lynn RamirezCRD 6507515 · Coral Gables, FL
  IA RegisteredBroker
• Claudio RavinetCRD 2968068 · Coral Gables, FL
  IA RegisteredBroker
• Chloe Wynne ReedCRD 5167895 · Miami, FL
  IA RegisteredBroker
• James Paul ReeseCRD 1374534 · Mcmurrary, PA
  IA RegisteredBroker
• Justin Thomas ReeseCRD 5100310 · Manhattan Beach, CA
  IA RegisteredBroker
• Liam ReinerCRD 8057840 · Stamford, CT
  IA RegisteredBroker
• Edward A RuizCRD 7879751 · Coral Gables, FL
  IA RegisteredBroker
• Dale Douglas SchroederCRD 4485005 · San Francisco, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jordan SechanCRD 7119457 · Stamford, CT
  IA RegisteredBroker
• Robert John SechanCRD 2326215 · Darien, CT
  IA RegisteredBroker
• John Alexander StrausCRD 5158258 · Stamford, CT
  IA RegisteredBroker
• Dana M SypniewskiCRD 6137743 · Stamford, CT
  IA RegisteredBroker
• Alexander ShapsesCRD 4416887 · New York, NY
  IA RegisteredBroker
• Sebin SkariaCRD 6530303 · Boca Raton, FL
  IA RegisteredBroker
• Noah SteinCRD 7375884 · Coral Gables, FL
  IA RegisteredBroker
• Erin ThomasCRD 6401556 · Nashville , TN
  IA RegisteredBroker
• Dominick J TrapassoCRD 5191928 · Sarasota, FL
  IA RegisteredBroker
• Kirsten Anne TuzzoCRD 2092241 · Boca Raton, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Eduardo Xavier VegaCRD 2278660 · Coral Gables, FL
  IA RegisteredBroker
• Matthew Robert VinskoCRD 7966187 · Coral Gables, FL
  IA RegisteredRegistration inactive
• Justin Castenskiold WatermanCRD 4569649 · New York, NY
  IA Registered
• Alexander D WattsCRD 5482440 · Atlanta, GA
  IA RegisteredBroker
• Michael Scott WeinbergCRD 2041001 · Coral Gables, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Lance Alan WhiteCRD 2682783 · New Albany, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Jamie Paula WolffCRD 2283593 · Stamford, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Erica Jan WeiserCRD 2344253 · Stamford, CT
  IA RegisteredRegistration inactive
• Tate Heritage WingateCRD 2830666 · Stamford, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Aaron Louis ZisesCRD 5119746 · Stamford, CT
  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.