# NEWEDGE WEALTH, LLC

NEWEDGE WEALTH, LLC of STAMFORD, CT is an SEC-registered investment adviser.

## Registration

- CRD: 307771
- Type: SEC-registered investment adviser
- SEC file number: 801-118291
- Location: 2200 ATLANTIC STREET, SUITE 200, STAMFORD, CT, 06902
- Phone: 2034242262
- Latest filing: 2026-04-23
- Regulatory AUM: $19.9B
- Discretionary AUM: $18.2B
- Non-discretionary AUM: $1.7B
- Clients: 211
- Accounts: 19,593

## Business model

- Compensation: % of AUM, Fixed, Performance, Commissions
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos

## Officers, owners & control persons (16)

| 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 | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/307771/brochure
- Similar advisers: https://search.stillhousedata.com/firm/307771/similar
- Related entities: https://search.stillhousedata.com/firm/307771/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/307771

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.