New Edge Wealth

Investment Advisor
in Manhattan Beach, CA

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About this Advisor

Muzaffar Ahmed is a financial advisor who works out of Manhattan Beach, California with 1 year of relevant experience. Ahmed currently works for New Edge Wealth. Throughout their career, Ahmed has worked at Ubs Financial Services Inc, Newedge Securities, Inc and Newedge Wealth. Ahmed maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. New Edge Wealth is a business that has its headquarters in Stamford, CT. The investment advisory business has offices in six locations and a total of 80 people on staff. It administers $6 billion in assets under management among its 7,125 client accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 7,125 customer accounts, 45% belong to high-net-worth individuals who have more than $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically are based on which services the firm provides the client. Fees billed by New Edge Wealth can include any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

3071 Highland Ave, Suite 302
Manhattan Beach, CA 90266

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New Edge Wealth Brokerage Details

Total Assets Under Management


CA Average: $5,297,377,271
Total Number of Employees


CA Average: 35
Total Number of Accounts


CA Average: 690
Average Account Size


CA Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Muzaffar Ahmed Work History

Muzaffar has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Newedge Securities, Inc

2022 - Present (2 years)

Newedge Wealth

2012 - 2022 (10 years)

Ubs Financial Services Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Muzaffar Ahmed to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at New Edge Wealth

Benjamin Lope
Stamford, CT
Anna Reyes Stockhamer
Stamford, CT
Ryan Cholnoky
Stamford, CT
Muzaffar Ahmed
Manhattan Beach, CA
Noah Stein
Miami, FL
Khush Patel
Miami, FL
Alis Ramirez
Miami, FL
John Straus
Stamford, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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