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Financial ADVSR advisor directory · SEC adviser records

New Edge Wealth financial advisors in Connecticut

Every SEC-registered investment adviser representative at a New Edge Wealth office in Connecticut, by city and A to Z.

82 registered advisors work at New Edge Wealth in Connecticut, out of 135 nationwide; it's the firm's number 1 state by advisors, and the most are in Stamford (80). 8 list the CFP designation and 64 are also registered broker representatives.

New Edge Wealth advisors by city in Connecticut

Every firm in Connecticut →

Stamford 80Darien 2

New Edge Wealth advisors in Connecticut, A to Z

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New Edge Wealth in other states

Florida 20Georgia 5Minnesota 5Tennessee 5Pennsylvania 4California 3New York 3

Questions

How many New Edge Wealth financial advisors are in Connecticut?

82 investment adviser representatives are registered at New Edge Wealth offices in Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 135 at the firm nationwide. 8 list the CFP designation and 64 are also registered as broker representatives.

Where in Connecticut does New Edge Wealth have the most advisors?

Stamford, with 80, then Darien (2). New Edge Wealth has advisors in 2 cities in Connecticut.

How do I check a New Edge Wealth advisor in Connecticut?

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.