Gonzalez Davila

New Edge Wealth

Investment Advisor
in Stamford, CT

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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

Series 66

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

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

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.*

2022 - Present (1 year)

Newedge Wealth, LLC

2022 - Present (1 year)

Newedge Securities, Inc

2018 - 2022 (4 years)

Ubs Financial Services Inc

2018 - 2018 (< 1 year)

Blueprint Wealth Alliance

2018 - 2018 (< 1 year)


2017 - 2018 (1 year)

Highway Nine Marketing

2016 - 2016 (< 1 year)

Complete Md Solutions, LLC

2016 - 2016 (< 1 year)

Tad'S Bar And Grille

2015 - 2018 (3 years)

Miami School Of Business And Executive Education

2015 - 2018 (3 years)

University Of Miami

2013 - 2015 (2 years)

Colegio Nueva Granada

2013 - 2013 (< 1 year)

Abercrombie And Fitch

2011 - 2013 (2 years)

Seven Lakes High School

2009 - 2013 (4 years)

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

Benjamin Lope
Stamford, CT
Anna Reyes Stockhamer
Stamford, CT
Ryan Cholnoky
Stamford, CT
Noah Stein
Miami, FL
Muzaffar Ahmed
Manhattan Beach, CA
Justin Reese
Stamford, CT
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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