Anna
Reyes Stockhamer

New Edge Wealth

CRD#5243006
Investment Advisor
in Stamford, CT

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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

Series 66

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

Disclosures

No

Office Location

2200 Atlantic Street 2Nd Floor
Stamford, CT 06902

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New Edge Wealth Brokerage Details

Total Assets Under Management

$4,357,325,859

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

42

CT Average: 35
Total Number of Accounts

3,283

CT Average: 690
Average Account Size

$1,327,239

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

Anna Reyes Stockhamer Work History

Anna has 11 years of experience.

2022 - Present (0 year)

Newedge Securities, Inc

2022 - Present (0 year)

Newedge Wealth

2013 - Present (9 years)

Ubs Financial Services Inc

2011 - 2013 (2 years)

Morgan Stanley Smith Barney

Disclosures

Anna Reyes Stockhamer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at New Edge Wealth

Kevin Miller
Darien, CT
Alec Zager
Stamford, CT
Michael Fomuke
Stamford, CT
Anna Reyes Stockhamer
Stamford, CT
Jay Peters
Stamford, CT
John Straus
Darien, CT
Benjamin Lope
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 profile-compliance@smartasset.com.

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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This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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