Alec
Zager
New Edge Wealth
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About this Advisor
Alec Zager is a financial advisor operating in Stamford, Connecticut, with a total of 11 years in the industry. Zager is an advisor for New Edge Wealth. Over the course of their career, Zager has held roles at Boston Private Wealth LLC, Caspian Capital, Alliance Building Services, Blue Star Camps, Tulane University, Lord Daniel Sportswear, University School Of Nsu High School and New Edge Wealth. Zager has a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Florida. New Edge Wealth is an advisory business that has its headquarters in Stamford, Connecticut. It has offices in two locations and a total of 42 financial advisors. It administers $4 billion in assets under management across its 3,283 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 3,283 client accounts, 67% are associated with high-net-worth individuals who have at least $1 million in assets. New Edge Wealth offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees usually vary depending on the type of financial services offered. Fees charged by New Edge Wealth likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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New Edge Wealth Brokerage Details
$4,357,325,859
42
3,283
$1,327,239
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Answer a few questions to get a personalized match.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
Alec Zager Work History
Alec has 11 years of experience.
Boston Private Wealth LLC
New Edge Wealth
Boston Private Wealth LLC
Caspian Capital
Alliance Building Services
Blue Star Camps
Tulane University
Lord Daniel Sportswear
University School Of Nsu High School
Disclosures
Alec Zager has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at New Edge Wealth
Stamford, CT
Stamford, CT
Stamford, CT
Darien, CT
Darien, CT
Stamford, CT
Miami, FL
Darien, CT
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