Chief Compliance Officer · Edge Wealth Management, LLC
Ashley Ramdass
CRD 8212404 · Named on Form ADV at one SEC-registered adviser
At a glance
Edge Wealth Management, LLC, an SEC-registered wealth manager based in New York, NY with $827 million in regulatory assets, lists Ashley Ramdass on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Edge Wealth Management, LLCChief Compliance OfficerWealth manager · New York, NY · $827M in regulatory assets
AtlasMembers
Ashley’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Matthew A. WeinbergManaging Member, Edge Wealth Management, LLC
- Brett N. RosenMember, Edge Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ashley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.