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Financial ADVSR advisor directory · SEC adviser records

New Edge Wealth financial advisors in Pennsylvania

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

The short answer

4 registered advisors work at New Edge Wealth in Pennsylvania, out of 135 nationwide; it's the firm's number 6 state by advisors, and the most are in McMurray (2). 0 list the CFP designation and 4 are also registered broker representatives.

New Edge Wealth advisors by city in Pennsylvania

Every firm in Pennsylvania →

McMurray 2Allentown 1McMurrary 1

New Edge Wealth advisors in Pennsylvania, A to Z

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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 5California 3New York 3

Questions

How many New Edge Wealth financial advisors are in Pennsylvania?

4 investment adviser representatives are registered at New Edge Wealth offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 135 at the firm nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

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

McMurray, with 2, then Allentown (1). New Edge Wealth has advisors in 3 cities in Pennsylvania.

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

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.