Unclaimed Profile

David Jason Schnier

NEWEDGE WEALTH, LLC·STAMFORD, Connecticut

NEWEDGE 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

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

David Jason Schnier is a registered financial advisor based in STAMFORD, Connecticut, affiliated with NEWEDGE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

NEWEDGE WEALTH, LLC

NEW EDGE WEALTH

AUM

$8.6B

Regulatory assets under management

Employees

115

Total firm employees

View all advisors at NEWEDGE WEALTH, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 5110928

Firm CRD# 307771

View on FINRA BrokerCheck →

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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. Contact their office in STAMFORD, Connecticut for a consultation.

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, working with NEWEDGE WEALTH, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.

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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