NEWEDGE WEALTH, LLC of STAMFORD, CT is an SEC-registered investment adviser (CRD 307771). Regulatory assets under management: $19.9B.
Compensation: % of AUM, Fixed, Performance, Commissions.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Joseph Franklin Banco | CFO AND TREASURER | Pittsburgh, PA |
| Kyle Peter Smith | EXECUTIVE VICE PRESIDENT | — |
| John A Straus | PRESIDENT | — |
| David Jason Schnier | GENERAL COUNSEL AND SECRETARY | — |
| Richard Lewis Hollmann | EXECUTIVE VICE PRESIDENT | — |
| Robert John Sechan | CHIEF EXECUTIVE OFFICER | — |
| Nicole Ann Early Davis | CHIEF COMPLIANCE OFFICER | — |
| SMITH KYLE PETER | EXECUTIVE VICE PRESIDENT; VICE PRESIDENT | — |
| DOWN DAVID JOHN | VICE PRESIDENT | — |
| BANCO JOSEPH FRANKLIN | CFO AND TREASURER | — |
| MCCORMICK MICHAEL PATRICK | VICE PRESIDENT | — |
| SCHNIER DAVID JASON | CHIEF COMPLIANCE OFFICER AND SECRETARY; GENERAL COUNSEL AND SECRETARY; GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER AND SECRETARY | — |
| STRAUS JOHN A | PRESIDENT | — |
| HOLLMANN RICHARD LEWIS | EXECUTIVE VICE PRESIDENT; VICE PRESIDENT | — |
| SECHAN ROBERT JOHN | CHIEF EXECUTIVE OFFICER | — |
| DAVIS NICOLE ANN EARLY | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
Showing 15 of 18 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| CORAL GABLES | FL | 7 | 3055070639 |
| MIAMI | FL | 5 | 2034242262 |
| BOCA RATON | FL | 5 | 561.544.7780 |
| ATLANTA | GA | 4 | 4042607124 |
| MCMURRAY | PA | 4 | 800-693-2200 |
| NEW YORK | NY | 4 | 8559495855 |
| — | — | 2 | 435-252-3008 |
| ALLENTOWN | PA | 2 | 610.477.5422 |
| MANHATTAN BEACH | CA | 2 | 855-949-5885 |
| ROGERS | AR | 2 | 479-268-7234 |
| PORTSMOUTH | NH | 1 | (30) 277-1385 |
| FRANKLIN | TN | 1 | 615.224.4854 |
| KNOXVILLE | TN | 1 | 8654508906 |
| PITTSBURGH | PA | 1 | 412-391-7077 |
| CHICAGO | IL | 1 | 3127572798 |