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Financial ADVSR advisor directory · SEC adviser records

New Edge Wealth financial advisors in Allentown, PA

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

The short answer

3 registered advisors work at New Edge Wealth in Allentown, out of 135 at the firm nationwide; it ranks number 31 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

New Edge Wealth advisors in Allentown, 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 80Coral Gables, FL 7Delray Beach, FL 5Miami, FL 5Wayzata, MN 5Atlanta, GA 4New York, NY 3Chicago, IL 2Darien, CT 2Durham, NC 2Houston, TX 2Knoxville, TN 2McMurray, PA 2Nashville, TN 2San Francisco, CA 2

Other firms in Allentown

All Allentown advisors →

Wells Fargo Clearing Services, LLC 52Morgan Stanley 43Merrill Lynch, Pierce, Fenner & Smith Incorporated 30MML Investors Services, LLC 20Pfs Investments Inc. 20Ameriprise Financial Services, LLC 19Captrust 17Osaic Wealth, Inc. 15Raymond James & Associates, Inc. 12Truist Advisory Services, Inc. 11LPL Financial LLC 10Global Retirement Partners LLC 7

Questions

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

3 investment adviser representatives are registered at New Edge Wealth offices in Allentown, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 135 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

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

New Edge Wealth ranks number 31 in Allentown by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 52.

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

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.