Adviser and broker representative · New Edge Wealth
Diane McClung
CRD 5472180 · Delray Beach, FL
At a glance
Diane McClung is an investment adviser representative with New Edge Wealth in Delray Beach, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Diane’s SEC record dates to 2012, about 14 years ago. Diane is also registered as a broker representative.
Current advisory firm
- New Edge WealthSince August 2024Delray Beach, FL · $20B in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Diane’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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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.