Financial ADVSR advisor directory · SEC adviser records
New Edge Wealth financial advisors in Stamford, CT
Every SEC-registered investment adviser representative at a New Edge Wealth office in Stamford, A to Z.
The short answer
80 registered advisors work at New Edge Wealth in Stamford, out of 135 at the firm nationwide; it ranks number 3 in the city by advisors. 8 list the CFP designation and 62 are also registered broker representatives.
New Edge Wealth advisors in Stamford, A to Z
Every New Edge Wealth advisor →- Frank B B. AckermanAlso a broker rep
- Thomas B. AmesAlso a broker rep
- Jonathan E. BellAlso a broker rep
- Louis M. BellAlso a broker rep
- Matthew J. BonshakCertified Financial Planner · Also a broker rep
- Danielle H. BrownAlso a broker rep
- Austin CapassoAlso a broker rep
- Jorge I. CarbajalInvestment adviser rep
- Jason M. CatlenderAlso a broker rep
- Jack C. ChandlerAlso a broker rep
- David J. ChaseAlso a broker rep
- Jeffrey S. CherkasAlso a broker rep
- Alan ChidseyInvestment adviser rep
- Jesse D. ChristensenInvestment adviser rep
- Cameron L. DawsonChartered Financial Analyst
- Michelle A. DebusschereAlso a broker rep
- Damien T. DepeterInvestment adviser rep
- Jenna R. DickinsonAlso a broker rep
- Patrick DillonAlso a broker rep
- David J. DownAlso a broker rep
- Patrick J. DwyerInvestment adviser rep
- Natalie R. DymkowskiAlso a broker rep
- Nathan R. EmrickAlso a broker rep
- Paul D. EmrickAlso a broker rep
- Alexandra G. EscobedoCertified Financial Planner · Also a broker rep
- Jason G. FayAlso a broker rep
- Michael S. FomukeAlso a broker rep
- Nathan FreshwaterCertified Financial Planner · Also a broker rep
- Ana K. Gonzalez DavilaAlso a broker rep
- Gilles GouraigeAlso a broker rep
- Walter Granruth IIIAlso a broker rep
- Kenneth C. GreenInvestment adviser rep
- Paula GruberAlso a broker rep
- Heather A. GuardadoInvestment adviser rep
- Joshua P. GullyAlso a broker rep
- Ariel L. HararyAlso a broker rep
- Julie A. HeidenreichAlso a broker rep
- Jonathan D. HeinesAlso a broker rep
- Burton E. Hilton IVCertified Financial Planner · Also a broker rep
- Richard L. HollmannAlso a broker rep
- Paul R. IzlarInvestment adviser rep
- Jared M. KaplanInvestment adviser rep
- Andrew L. KaskelAlso a broker rep
- Susan E. KimAlso a broker rep
- Andrew W. KnightAlso a broker rep
- Michael J. KramerAlso a broker rep
- Robert J. LeeAlso a broker rep
- Marc S. LevittAlso a broker rep
- Benjamin A. LopeAlso a broker rep
- Donald C. MarcontellAlso a broker rep
- Kevin R. MillerAlso a broker rep
- Glen R. MintzInvestment adviser rep
- Matthew L. MongonCertified Financial Planner · Also a broker rep
- Kennon MooreInvestment adviser rep
- Colton NeighborsInvestment adviser rep
- Anneke NiemiraInvestment adviser rep
- Kristen L. NunesInvestment adviser rep
- Steve R. PalmerAlso a broker rep
- Jay PetersAlso a broker rep
- William D. PhillipsAlso a broker rep
- Kylie R. PresleyInvestment adviser rep
- Claudio RavinetAlso a broker rep
- James P. Reese Jr.Also a broker rep
- Justin T. ReeseCertified Financial Planner · Also a broker rep
- Liam ReinerAlso a broker rep
- Edward A. RuizAlso a broker rep
- Jordan SechanAlso a broker rep
- Robert J. Sechan IIAlso a broker rep
- Trace ShapiroAlso a broker rep
- Alexander ShapsesCertified Financial Planner · Also a broker rep
- Sarah N. SilverioChartered Financial Analyst
- Kyle P. SmithAlso a broker rep
- John A. Straus Jr.Certified Financial Planner · Also a broker rep
- Dana M. SypniewskiAlso a broker rep
- Alexander D. WattsAlso a broker rep
- Erica J. WeiserInvestment adviser rep
- Shannon M. WillemsAlso a broker rep
- Tate H. WingateAlso a broker rep
- Jamie P. WolffAlso a broker rep
- Aaron L. ZisesAlso a broker rep
New Edge Wealth advisors in every city and state →New Edge Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
New Edge Wealth advisors in other cities
Coral Gables, FL 7Delray Beach, FL 5Miami, FL 5Wayzata, MN 5Atlanta, GA 4New York, NY 3Chicago, IL 2Darien, CT 2Durham, NC 2Houston, TX 2Knoxville, TN 2McMurray, PA 2Nashville, TN 2San Francisco, CA 2Allentown, PA 1
Other firms in Stamford
All Stamford advisors →Steward Partners Investment Advisory, LLC 154Merrill Lynch, Pierce, Fenner & Smith Incorporated 101Morgan Stanley 56O'Shaughnessy Asset Management, LLC 54UBS Financial Services Inc. 40Oppenheimer & Co. Inc. 28MML Investors Services, LLC 24Charles Schwab & Co., Inc. 18RBC Capital Markets, LLC 17Equitable Advisors, LLC 16Strategic Advisers LLC 16Clear Harbor Asset Management, LLC 14
Questions
How many financial advisors does New Edge Wealth have in Stamford?
80 investment adviser representatives are registered at New Edge Wealth offices in Stamford, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 135 nationwide. 8 list the CFP designation and 62 are also registered as broker representatives.
Is New Edge Wealth one of the largest advisor employers in Stamford?
New Edge Wealth ranks number 3 in Stamford by registered advisors; Steward Partners Investment Advisory, LLC has the most, with 154.
How do I check a New Edge Wealth advisor in Stamford?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the New Edge Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.