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Financial ADVSR advisor directory · SEC adviser records

New Edge Wealth financial advisors in New Albany, OH

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

The short answer

3 registered advisors work at New Edge Wealth in New Albany, out of 151 at the firm nationwide; it ranks number 13 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

New Edge Wealth advisors in New Albany, 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 89Coral Gables, FL 8Delray Beach, FL 6Miami, FL 6Wayzata, MN 5Atlanta, GA 4New York, NY 3Chicago, IL 2Darien, CT 2Durham, NC 2Fort Lauderdale, FL 2Houston, TX 2Knoxville, TN 2McMurray, PA 2Nashville, TN 2

Other firms in New Albany

All New Albany advisors →

UBS Financial Services Inc. 9Morgan Stanley 7Lido 6MML Investors Services, LLC 6Ameriprise Financial Services, LLC 5Wells Fargo Advisors Financial Network, LLC 5Columbus Investment Advisory Inc. 4LPL Financial LLC 4Raymond James Financial Services Advisors, Inc. 4Edward Jones 3J.P. Morgan Securities LLC 3Kennon-Green & Co. 3

Questions

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

3 investment adviser representatives are registered at New Edge Wealth offices in New Albany, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 151 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

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

New Edge Wealth ranks number 13 in New Albany by registered advisors; UBS Financial Services Inc. has the most, with 9.

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

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.