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Financial ADVSR advisor directory · SEC adviser records

New Edge Wealth financial advisors in Wayzata, MN

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

5 registered advisors work at New Edge Wealth in Wayzata, out of 143 at the firm nationwide; it ranks number 15 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.

New Edge Wealth advisors in Wayzata, 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 91Atlanta, GA 7Delray Beach, FL 5Miami, FL 5Coral Gables, FL 4New York, NY 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 Wayzata

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Morgan Stanley 71RBC Capital Markets, LLC 71Merrill Lynch, Pierce, Fenner & Smith Incorporated 57UBS Financial Services Inc. 40Wells Fargo Clearing Services, LLC 34Wells Fargo Advisors Financial Network, LLC 24Fiat Wealth Management 13Ameriprise Financial Services, LLC 12Charles Schwab & Co., Inc. 10360 Financial 7Edward Jones 7Cetera Investment Advisers LLC 6

Questions

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

5 investment adviser representatives are registered at New Edge Wealth offices in Wayzata, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 143 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.

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

New Edge Wealth ranks number 15 in Wayzata by registered advisors; Morgan Stanley has the most, with 71.

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

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.