Jay
Peters

New Edge Wealth

CRD#5795718
Investment Advisor
in Stamford, CT

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About this Advisor

Jay Peters is a financial advisor working in Stamford, Connecticut with a total of 3 years of industry experience. Peters is currently employed by New Edge Wealth. Throughout their career, they have worked at Ubs Financial Services, Newedge Securities, Inc and New Edge Wealth. Peters has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Connecticut. New Edge Wealth is a financial advisory business that has its headquarters in Stamford, CT. The firm has offices in six locations and a total of 80 advisors. It manages $6 billion in total assets between its 7,125 customer accounts, placing it among the biggest firms in the country by assets under management. Of its 7,125 customer accounts, 45% are associated with high-net-worth clients who have greater than $1 million in investable assets. New Edge Wealth provides 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. Fees for financial advice typically are based on the services. Fee types charged by New Edge Wealth most likely include 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

Jay Peters Work History

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

2020 - Present (4 years)

Newedge Securities, Inc

2020 - Present (4 years)

New Edge Wealth

2010 - 2020 (10 years)

Ubs Financial Services

*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 Jay Peters 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
Ryan Cholnoky
Stamford, CT
Muzaffar Ahmed
Manhattan Beach, CA
Khush Patel
Miami, FL
Alis Ramirez
Miami, FL
Justin Reese
Stamford, CT
John Straus
Stamford, CT

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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