Unclaimed Profile

Shawn Patrick Mccormick

NEW EDGE WEALTH LLC·PITTSBURGH, Pennsylvania

NEW 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

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Shawn Patrick Mccormick is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with NEW EDGE 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# 4844198

Firm CRD# 307771

View on FINRA BrokerCheck →

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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. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

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, working with NEW EDGE WEALTH LLC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.

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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