Unclaimed Profile

Shawn Patrick Mccormick

NEW EDGE WEALTH LLC·PITTSBURGH, Pennsylvania

SIE, Series 6, Series 7, Series 9, Series 10, Series 66Clean record19 years registeredNEW EDGE WEALTH LLC

1251 WATERFRONT PLACE, SUITE 510, PITTSBURGH, PA 15222CRD# 4844198Firm CRD# 307771

Profile Verification

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

Identity

Shawn Patrick Mccormick · PITTSBURGH, PA

Registration

CRD #4844198 · NEW EDGE WEALTH LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NEW EDGE WEALTH LLC

NEW EDGE WEALTH

Nov 2020 – Jun 2021

DARIEN, CT

SNOWDEN CAPITAL ADVISORS LLC

Jan 2015 – Apr 2015

NEW YORK, NY

SNOWDEN CAPITAL ADVISORS LLC

Sep 2011 – Dec 2014

NEW YORK, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 2007 – Jul 2011

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 66

Registration record

First registered · April 26, 2007

Years registered · 19

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 Shawn Patrick Mccormick offer?

Shawn Patrick Mccormick specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Shawn Patrick Mccormick's credentials?

Shawn Patrick Mccormick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shawn Patrick Mccormick located?

Shawn Patrick Mccormick is based in PITTSBURGH, Pennsylvania, last registered with NEW EDGE WEALTH LLC.

How does Shawn Patrick Mccormick charge for services?

Shawn Patrick Mccormick'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 NEW EDGE WEALTH LLC?

NEW EDGE 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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