John
Straus

New Edge Wealth

CRD#5158258
Investment Advisor
in Darien, CT

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About this Advisor

John Straus is a certified financial planner operating out of Darien, Connecticut, who has been in the financial industry for 12 years. Straus is an employee of New Edge Wealth. During their career, Straus has held roles at Ubs Financial Services, Ubs Financial Services Inc, Mid Atlantic Capital Corporation and New Edge Wealth. Straus maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Connecticut, Florida, New Jersey and Texas. New Edge Wealth is a financial advisory firm operating in Darien, Connecticut. The firm has offices in two locations and a total of 42 people on staff. It handles $4 billion in total assets across its 3,283 client accounts, making it one of the biggest firms in the United States by assets under management. Of its 3,283 accounts, 67% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company 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. Financial management fees usually depend on which services are offered. Fees billed by New Edge Wealth likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

19 Old Kings Highway South
Darien, CT 06820

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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

John Straus Work History

John has 12 years of experience.

2020 - Present (2 years)

Mid Atlantic Capital Corporation

2020 - Present (2 years)

New Edge Wealth

2012 - 2020 (8 years)

Ubs Financial Services Inc

2010 - 2012 (2 years)

Ubs Financial Services

Disclosures

John Straus 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
Alec Zager
Stamford, CT
Michael Fomuke
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.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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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