Jay
Peters

New Edge Wealth

CRD#5795718
Investment Advisor
in Stamford, CT

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About this Advisor

Jay Peters is a chartered financial analyst working out of Stamford, Connecticut, who has been in the industry for 12 years. Peters currently works for New Edge Wealth. During their career, Peters has held roles at Ubs Financial Services, Mid Atlantic Capital Corporation and New Edge Wealth. Peters holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Connecticut. New Edge Wealth is an advisory firm that has its headquarters in Stamford, Connecticut. The company has offices in two locations and a total of 42 financial advisors. It has $4 billion in assets under management between its 3,283 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 3,283 accounts, 67% belong to high-net-worth clients who have greater than $1 million in investable assets. The company 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. Fees for financial advice usually depend on which service is provided. However, fees billed by New Edge Wealth may include asset-based and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

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

2200 Atlantic Street 2Nd Floor
Stamford, CT 06902

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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

Jay Peters Work History

Jay has 12 years of experience.

2020 - Present (2 years)

Mid Atlantic Capital Corporation

2020 - Present (2 years)

New Edge Wealth

2010 - 2020 (10 years)

Ubs Financial Services

Disclosures

Jay Peters has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at New Edge Wealth

Kevin Miller
Darien, CT
Anna Reyes Stockhamer
Stamford, CT
Michael Fomuke
Stamford, CT
Alec Zager
Stamford, CT
Benjamin Lope
Darien, CT
John Straus
Darien, CT
Jay Peters
Stamford, 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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This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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