Adviser and broker representative · New Edge Wealth
David J. Down
CRD 1901538 · Stamford, CT
At a glance
David J. Down is an investment adviser representative with New Edge Wealth in Stamford, CT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on David’s SEC record dates to 1994, about 32 years ago. David is also registered as a broker representative.
Current advisory firm
- New Edge WealthSince October 2020Stamford, CT · $20B in regulatory assets
SEC adviser record
- Registered since
- 1994 (32 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
David’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
- 2 firmsLocked
- 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
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 and FINRA BrokerCheck.
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