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Investment adviser representative · New Edge Wealth

Adam M. Betancourt

CRD 7410147 · New York, NY

At a glance

Adam M. Betancourt is an investment adviser representative with New Edge Wealth in New York, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Adam’s SEC record dates to 2021, about 5 years ago. Designations on file: Chartered Financial Analyst.

Current advisory firm

  • New Edge WealthSince November 2025New York, NY · $20B in regulatory assets

SEC adviser record

Registered since
2021 (5 years)
Designations
Chartered Financial Analyst
Exams
–
Registered in
3 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Adam’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
1 firmLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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