Unclaimed Profile

David Jason Schnier

NEWEDGE WEALTH, LLC·STAMFORD, Connecticut

SIE, Series 7, Series 14, Series 24Clean record5 years registeredNEWEDGE WEALTH, LLC

2200 ATLANTIC STREET, STAMFORD, CT 06902CRD# 5110928Firm CRD# 307771

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Jason Schnier · STAMFORD, CT

Registration

CRD #5110928 · NEWEDGE WEALTH, LLC · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NEWEDGE WEALTH, LLC

NEW EDGE WEALTH

Oct 2020 – May 2025

STAMFORD, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Registration record

First registered · October 26, 2020

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEWEDGE WEALTH, LLC

CRD 307771 · SEC 801-118291

AUM

$8.6B

Regulatory assets under management

Employees

115

9,457 client accounts

Services offered by NEWEDGE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at NEWEDGE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does David Jason Schnier offer?

David Jason Schnier specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are David Jason Schnier's credentials?

David Jason Schnier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Jason Schnier located?

David Jason Schnier is based in STAMFORD, Connecticut, last registered with NEWEDGE WEALTH, LLC.

How does David Jason Schnier charge for services?

David Jason Schnier's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEWEDGE WEALTH, LLC?

NEWEDGE WEALTH, LLC has approximately 115 employees and manages $8.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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