Financial ADVSR advisor directory · SEC adviser records
New Edge Wealth financial advisors in California
Every SEC-registered investment adviser representative at a New Edge Wealth office in California, by city and A to Z.
The short answer
3 registered advisors work at New Edge Wealth in California, out of 135 nationwide; it's the firm's number 7 state by advisors, and the most are in San Francisco (2). 2 list the CFP designation and 3 are also registered broker representatives.
New Edge Wealth advisors by city in California
Every firm in California →New Edge Wealth advisors in California, A to Z
Search by name →- John D. FroleySan Francisco · Certified Financial Planner
- Justin T. ReeseManhattan Beach · Certified Financial Planner
- Dale D. SchroederSan Francisco
New Edge Wealth advisors in every state →New Edge Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
New Edge Wealth in other states
Connecticut 82Florida 20Georgia 5Minnesota 5Tennessee 5Pennsylvania 4New York 3
Questions
How many New Edge Wealth financial advisors are in California?
3 investment adviser representatives are registered at New Edge Wealth offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 135 at the firm nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Where in California does New Edge Wealth have the most advisors?
San Francisco, with 2, then Manhattan Beach (1). New Edge Wealth has advisors in 2 cities in California.
How do I check a New Edge Wealth advisor in California?
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.