New Edge Wealth
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About this Advisor
Ana Gonzalez Davila is a financial advisor who works out of Stamford, Connecticut with a total of 1 year of industry experience. Gonzalez Davila is on the advisory team at New Edge Wealth. Their career trajectory has included roles at Ubs Financial Services Inc, Blueprint Wealth Alliance, Rxbar, Miami School Of Business And Executive Education, Highway Nine Marketing, Complete Md Solutions, LLC, Tad'S Bar And Grille, University Of Miami, Colegio Nueva Granada, Seven Lakes High School, Woodcreek Jr. High, Abercrombie And Fitch, Newedge Wealth, LLC and Newedge Securities, Inc. Gonzalez Davila holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. New Edge Wealth is a financial advisory firm that has its headquarters in Stamford, CT. The firm has offices in six locations and a total of 80 advisors. It manages $6 billion in total assets between its 7,125 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 7,125 accounts, 45% are associated with high-net-worth investors who have more than $1 million in assets. New Edge Wealth offers a number 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 fee schedules largely vary depending on which service is offered. However, fee types billed by New Edge Wealth most likely include asset-based, fixed and commission-based fees.
Certifications and Registrations
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New Edge Wealth Brokerage Details
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
Ana Gonzalez Davila Work History
Ana has been registered as a financial advisor for 1 years.*
Newedge Wealth, LLC
Newedge Securities, Inc
Ubs Financial Services Inc
Blueprint Wealth Alliance
Highway Nine Marketing
Complete Md Solutions, LLC
Tad'S Bar And Grille
Miami School Of Business And Executive Education
University Of Miami
Colegio Nueva Granada
Abercrombie And Fitch
Seven Lakes High School
Woodcreek Jr. High
*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 Ana Gonzalez Davila 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
Manhattan Beach, CA
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