firm profile
New Edge Wealth
Overview
New Edge Wealth is an SEC registered investment adviser based in Stamford, CT, registered since 2020. It reports $19.9B in assets under management across 19,593 accounts, with 211 employees. It has 150 investment adviser representatives.
- Reported AUM
- $19.9B
- Discretionary
- 91%
- Accounts
- 19,593
- Average account
- $1M
- Employees
- 211
- Advisory reps
- 150
- Registered since
- 2020
- Jurisdictions
- 53
As reported in the firm's April 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Commissions, Fixed Fees, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.
Executive officers 3 of 7
- Robert John Sechan II Chief Executive Officer CRD 2326215
- John A Straus President CRD 730182
- Joseph Franklin Banco Chief Financial Officer, Treasurer CRD 2850198
4 more executive officers, with direct contact details
Advisory reps 3 of 150
- Frank B Barry Ackerman Registered Rep · Investment Adviser Rep CRD 1110398
- Muzaffar Mashroor Ahmed Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2091879
- Travis Aldridge Registered Rep · Investment Adviser Rep CRD 5659180
147 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 2200 Atlantic St Ste 200
Stamford, CT 06902 - County
- Western Ct
- Metro area
- Bridgeport-Stamford-Norwalk, CT
- Region
- Northeast
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: newedgewealth.com
Every state, with registration dates
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