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Nicole Ann Early Davis

NEWEDGE WEALTH, LLC·STAMFORD, Connecticut
SIE, Series 3, Series 7, Series 24, Series 63, Series 65Clean recordNEWEDGE WEALTH, LLC
2200 ATLANTIC STREET, STAMFORD, CT 06902CRD# 6038221Firm CRD# 307771

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicole Ann Early Davis · STAMFORD, CT
Registration
CRD #6038221 · NEWEDGE WEALTH, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 24
Series 63
Series 65
02

Disclosure History

Clean record · no disclosure events on file

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

03

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 →
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Frequently Asked Questions

What services does Nicole Ann Early Davis offer?
Nicole Ann Early Davis specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.
What are Nicole Ann Early Davis's credentials?
Nicole Ann Early Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicole Ann Early Davis located?
Nicole Ann Early Davis is based in STAMFORD, Connecticut, working with NEWEDGE WEALTH, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Nicole Ann Early Davis charge for services?
Nicole Ann Early Davis'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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Other Advisors at NEWEDGE WEALTH, LLC

Richard Lewis Hollmann
STAMFORD, CT
David Jason Schnier
STAMFORD, CT
Shawn Patrick Mccormick
PITTSBURGH, PA
John A Straus
STAMFORD, CT
Robert John Sechan
STAMFORD, CT

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