New Edge Wealth

Investment Advisor
in Stamford, CT

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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

Series 65

Years of Experience

11 years

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



Office Location

2200 Atlantic Street 2Nd Floor
Stamford, CT 06902

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New Edge Wealth Brokerage Details

Total Assets Under Management


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


CT Average: 35
Total Number of Accounts


CT Average: 690
Average Account Size


CT Average: $7,677,358

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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.

2021 - Present (2 years)

Boston Private Wealth LLC

2021 - Present (2 years)

New Edge Wealth

2020 - 2020 (< 1 year)

Boston Private Wealth LLC

2019 - 2019 (< 1 year)

Caspian Capital

2018 - 2018 (< 1 year)

Alliance Building Services

2017 - 2017 (< 1 year)

Blue Star Camps

2017 - 2021 (4 years)

Tulane University

2016 - 2016 (< 1 year)

Lord Daniel Sportswear

2011 - 2017 (6 years)

University School Of Nsu High School


Alec Zager has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at New Edge Wealth

Anna Reyes Stockhamer
Stamford, CT
Michael Fomuke
Stamford, CT
Alec Zager
Stamford, CT
Kevin Miller
Darien, CT
Benjamin Lope
Darien, CT
Jay Peters
Stamford, CT
John Straus
Darien, CT

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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