David
Schnier

New Edge Wealth

CRD#5110928
Investment Advisor
in Stamford, CT

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About this Advisor

David Schnier is a financial advisor operating in Stamford, Connecticut with 3 years of relevant experience. Schnier is an employee of New Edge Wealth. Over the course of their career, they have held roles at Morgan Stanley, Fallline Securities LLC, 355 Halstead Food Corp, Pwp Securities, Newedge Securities, Inc and New Edge Wealth, LLC. Schnier can serve investors in Pennsylvania. New Edge Wealth is a financial advisory company that has its headquarters in Stamford, CT. The investment advisory business has offices in six locations and a total of 80 advisors. It handles $6 billion in assets among its 7,125 accounts, placing it among the largest firms in the United States by assets under management. Of its 7,125 accounts, 45% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business provides a number of services, including 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 depend on which services the firm provides the client. However, fees billed by New Edge Wealth likely are comprised of any blend of asset-based, fixed and commission-based fees.

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

David Schnier Work History

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

2020 - Present (4 years)

Newedge Securities, Inc

2020 - Present (4 years)

New Edge Wealth, LLC

2016 - 2020 (4 years)

Fallline Securities LLC

2016 - 2020 (4 years)

Pwp Securities

2015 - 2016 (1 year)

355 Halstead Food Corp

2006 - 2015 (9 years)

Morgan Stanley

*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 David Schnier 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

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