Executive Vice President · New Edge Wealth
Richard L. Hollmann
CRD 2321706 · Named on Form ADV at one SEC-registered adviser
At a glance
New Edge Wealth, an SEC-registered wealth manager based in Stamford, CT with $19.9 billion in regulatory assets, lists Richard L. Hollmann on its Form ADV as Executive Vice President.
Firms and roles
- New Edge WealthExecutive Vice PresidentWealth manager · Stamford, CT · $20B in regulatory assets
AtlasMembers
Richard’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
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- John A StrausPresident, New Edge Wealth
- David J. SchnierGeneral Counsel and Secretary, New Edge Wealth
- Kyle P. SmithExecutive Vice President, New Edge Wealth
- Joseph F. BancoCFO and Treasurer, New Edge Wealth
- Robert J. SechanChief Executive Officer, New Edge Wealth
1 more person named with Richard on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.