Benjamin
Lope

New Edge Wealth

CRD#6813306
Investment Advisor
in Darien, CT

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About this Advisor

Benjamin Lope is a financial advisor who works out of Darien, Connecticut, who has been in the industry for 12 years. Lope is on the advisory team at New Edge Wealth. Over the course of their career, they have held roles at Ubs, The Pennsylvania State University, Butler Country Club, Mcdonald'S, Pizza Hut, Knoch High School, Mid Atlantic Capital Corporation and New Edge Wealth. Lope holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Connecticut. New Edge Wealth is a company that has its headquarters in Darien, Connecticut. The investment advisory business has offices in two locations and a total of 42 people on staff. It manages $4 billion in total assets between its 3,283 accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 3,283 accounts, 67% belong to high-net-worth investors who have more than $1 million in assets. The advisory firm 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 management fees largely are based on the type of services offered. However, fee types charged by New Edge Wealth most likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

19 Old Kings Highway South
Darien, CT 06820

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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

Benjamin Lope Work History

Benjamin has 12 years of experience.

2020 - Present (2 years)

Mid Atlantic Capital Corporation

2020 - Present (2 years)

New Edge Wealth

2018 - 2020 (2 years)

Ubs

2017 - 2018 (1 year)

The Pennsylvania State University

2017 - 2017 (< 1 year)

Ubs

2016 - 2017 (1 year)

The Pennsylvania State University

2016 - 2016 (< 1 year)

Butler Country Club

2015 - 2016 (1 year)

The Pennsylvania State University

2015 - 2015 (< 1 year)

Butler Country Club

2014 - 2015 (1 year)

The Pennsylvania State University

2014 - 2014 (< 1 year)

Butler Country Club

2013 - 2014 (1 year)

Mcdonald'S

2012 - 2013 (1 year)

Pizza Hut

2010 - 2012 (2 years)

Knoch High School

Disclosures

Benjamin Lope has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at New Edge Wealth

Alec Zager
Stamford, CT
Kevin Miller
Darien, CT
Anna Reyes Stockhamer
Stamford, CT
Michael Fomuke
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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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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