Benjamin
Lope
New Edge Wealth
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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New Edge Wealth Brokerage Details
$5,737,587,654
80
7,125
$805,275
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.*
Newedge Securities, Inc
New Edge Wealth
Ubs
The Pennsylvania State University
Ubs
The Pennsylvania State University
Butler Country Club
The Pennsylvania State University
Butler Country Club
The Pennsylvania State University
Butler Country Club
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
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
Manhattan Beach, CA
Miami, FL
Miami, FL
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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