Ariel
Harary
New Edge Wealth
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About this Advisor
Ariel Harary is a financial advisor based in Stamford, Connecticut, working with New Edge Wealth. Ariel has previously held positions at UBS Financial Services Inc, Newedge Securities, and Newedge Wealth. Ariel has passed the Series 66 regulatory exam and is registered to provide services in Connecticut, New Jersey, and Texas. Currently, Ariel is part of New Edge Wealth, which operates out of Stamford, Connecticut. The firm has 11 offices and 115 employees. The firm manages assets totaling $8.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at New Edge Wealth includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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New Edge Wealth Brokerage Details
$8,610,405,100
115
9,457
$910,480
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Ariel Harary Work History
Newedge Securities
Newedge Wealth
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of Ariel Harary 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
Stamford, CT
Stamford, CT
Miami, FL
Stamford, CT
Stamford, CT
Miami, FL
Stamford, CT
Stamford, CT
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