Benjamin
Lope

New Edge Wealth

CRD#6813306
Investment Advisor
in Stamford, CT

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About this Advisor

Benjamin Lope is a financial advisor based in Stamford, Connecticut who has 3 years of industry experience. Lope is currently employed by New Edge Wealth. Throughout their career, they have worked at Ubs, The Pennsylvania State University, Butler Country Club, Mcdonald'S, Newedge Securities, Inc and New Edge Wealth. Lope maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Connecticut. New Edge Wealth is a business operating out of Stamford, CT. The investment advisory business has offices in six locations and a total of 80 advisors. It oversees $6 billion in total assets between its 7,125 accounts, making it one of the largest investment advisory firms in the nation by assets under management. Of its 7,125 client accounts, 45% belong to high-net-worth clients who have more than $1 million in assets available to invest. New Edge Wealth offers a diverse array 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 fee schedules largely vary depending on the type of financial services provided. Fee types billed by New Edge Wealth can be comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 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, Commissions

Office Location

2200 Atlantic Street 2Nd Floor
Stamford, CT 06902

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New Edge Wealth Brokerage Details

Total Assets Under Management

$5,737,587,654

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

80

CT Average: 35
Total Number of Accounts

7,125

CT Average: 690
Average Account Size

$805,275

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

Benjamin Lope Work History

Benjamin has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Newedge Securities, Inc

2020 - Present (4 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

*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.

Disclosures

Please visit the SEC profile of Benjamin Lope 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

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

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 profile-compliance@smartasset.com.

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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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