New Edge Wealth
About this Advisor
Anna Reyes Stockhamer is a financial advisor working out of Stamford, Connecticut, with a total of 11 years of work experience. Reyes Stockhamer is currently employed by New Edge Wealth. Reyes Stockhamer has gained experience at Morgan Stanley Smith Barney, Ubs Financial Services Inc, Newedge Securities, Inc and Newedge Wealth. Reyes Stockhamer holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Connecticut, Georgia, New Jersey, New York and Utah. New Edge Wealth is a financial advisory company that has its headquarters in Stamford, Connecticut. The firm has offices in two locations and a total of 42 advisors. It manages $4 billion in assets across its 3,283 client accounts, placing it among the largest firms in the country by assets under management. Of its 3,283 accounts, 67% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The company has a broad range 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. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fee types charged by New Edge Wealth can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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New Edge Wealth Brokerage Details
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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
Anna Reyes Stockhamer Work History
Anna has 11 years of experience.
Newedge Securities, Inc
Ubs Financial Services Inc
Morgan Stanley Smith Barney
Anna Reyes Stockhamer has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at New Edge Wealth
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