Financial ADVSR advisor directory · SEC adviser records
New Edge Wealth financial advisors in New York
Every SEC-registered investment adviser representative at a New Edge Wealth office in New York, by city and A to Z.
The short answer
3 registered advisors work at New Edge Wealth in New York, out of 135 nationwide; it's the firm's number 8 state by advisors, and the most are in New York (3). 1 list the CFP designation and 2 are also registered broker representatives.
New Edge Wealth advisors by city in New York
Every firm in New York →New Edge Wealth advisors in New York, A to Z
Search by name →- Adam M. BetancourtNew York · Chartered Financial Analyst
- Cristina E. PrattNew York
- Alexander ShapsesNew York · Certified Financial Planner
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 4California 3
Questions
How many New Edge Wealth financial advisors are in New York?
3 investment adviser representatives are registered at New Edge Wealth offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 135 at the firm nationwide. 1 list the CFP designation and 2 are also registered as broker representatives.
Where in New York does New Edge Wealth have the most advisors?
New York, with 3. New Edge Wealth has advisors in 1 city in New York.
How do I check a New Edge Wealth advisor in New York?
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.