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Financial ADVSR advisor directory · SEC adviser records

New Edge Wealth financial advisors in Atlanta, GA

Every SEC-registered investment adviser representative at a New Edge Wealth office in Atlanta, A to Z.

4 registered advisors work at New Edge Wealth in Atlanta, out of 143 at the firm nationwide; it ranks number 133 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

New Edge Wealth advisors in Atlanta, A to Z

Every New Edge Wealth advisor →

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

Stamford, CT 91Delray Beach, FL 5Miami, FL 5Coral Gables, FL 4New York, NY 4Wayzata, MN 4Allentown, PA 3Chicago, IL 2Darien, CT 2Fort Lauderdale, FL 2Park City, UT 2San Francisco, CA 2Alpharetta, GA 1Durham, NC 1Houston, TX 1

Other firms in Atlanta

All Atlanta advisors →

Morgan Stanley 411Merrill Lynch, Pierce, Fenner & Smith Incorporated 271J.P. Morgan Securities LLC 164Truist Advisory Services, Inc. 139UBS Financial Services Inc. 137Rockefeller Financial LLC 131Hb Wealth 110Advisory Services Network 107Openarc Corporate Advisory, LLC 95Wells Fargo Clearing Services, LLC 84Raymond James & Associates, Inc. 77Goldman Sachs Wealth Services, L.P. 75

Questions

How many financial advisors does New Edge Wealth have in Atlanta?

4 investment adviser representatives are registered at New Edge Wealth offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 143 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is New Edge Wealth one of the largest advisor employers in Atlanta?

New Edge Wealth ranks number 133 in Atlanta by registered advisors; Morgan Stanley has the most, with 411.

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

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.