Unclaimed Profile

Richard Lewis Hollmann

NEWEDGE WEALTH, LLC·STAMFORD, Connecticut

NEWEDGE WEALTH, LLC

2200 ATLANTIC STREET, STAMFORD, CT 06902CRD# 2321706Firm CRD# 307771

Profile Verification

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

Identity

Richard Lewis Hollmann · STAMFORD, CT

Registration

CRD #2321706 · NEWEDGE WEALTH, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Richard Lewis Hollmann 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

Speak with Richard

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Richard is the right fit? Take our 2-minute quiz →

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# 2321706

Firm CRD# 307771

View on FINRA BrokerCheck →

Looking for a financial advisor in STAMFORD?

Browse all registered financial advisors in STAMFORD, Connecticut or claim this profile if it's yours.

Browse STAMFORD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Richard Lewis Hollmann offer?

Richard Lewis Hollmann specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.

What are Richard Lewis Hollmann's credentials?

Richard Lewis Hollmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Lewis Hollmann located?

Richard Lewis Hollmann is based in STAMFORD, Connecticut, working with NEWEDGE WEALTH, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.

How does Richard Lewis Hollmann charge for services?

Richard Lewis Hollmann'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →