NEWEDGE WEALTH, LLC

NEW EDGE WEALTH
STAMFORD, Connecticut·6 registered advisors·CRD# 307771
SEC# 801-118291132034242262
01

Firm Overview

AUM
$8.6B
Regulatory assets under management
Employees
115
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at NEWEDGE WEALTH, LLC

6 registered advisors
David Jason Schnier
STAMFORD, Connecticut
John A Straus
STAMFORD, Connecticut
Nicole Ann Early Davis
STAMFORD, Connecticut
Richard Lewis Hollmann
STAMFORD, Connecticut
Robert John Sechan
STAMFORD, Connecticut
Shawn Patrick Mccormick
PITTSBURGH, Pennsylvania
05

Office Locations

STAMFORD, Connecticut
5 advisors
PITTSBURGH, Pennsylvania
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. NEWEDGE WEALTH, LLC (CRD# 307771) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.