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Est. 2026The front page of wealth managementNew York

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W. Trevor Beaney

NewEdge WealthCoral Gables

At a glance

W. Trevor Beaney joined NewEdge from Florida Atlantic Securities with $1 billion in assets (InvestmentNews, November 5, 2026). 2 stories in our coverage name them, from November 5, 2026 to November 10, 2026.

Firm
NewEdge Wealth
Assets, as reported
$1.0BFinancial ADVSR, Nov 10, 2026
Location
Coral Gables
In our coverage
2 stories

The record

How this page is built

Every line on this page comes from a story that names W. Trevor Beaney: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.

Last updated November 10, 2026. All people in our coverage →