Kevin
Miller

New Edge Wealth

CRD#6328110
Investment Advisor
in Darien, CT

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About this Advisor

Kevin Miller is a financial advisor based in Darien, Connecticut, with 11 years in the industry. Miller is currently employed by New Edge Wealth. The advisor has gained experience at Bucknell University, Ubs Financial Services Inc, Highmount Capital LLC, Courtfield Capital LLC, Ubs Fs, Mid Atlantic Capital Corporation and New Edge Wealth. Miller holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Connecticut. New Edge Wealth is a registered investment company based out of Darien, Connecticut. It has offices in two locations and a total of 42 advisors. It oversees $4 billion in assets among its 3,283 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 3,283 client accounts, 67% are held by high-net-worth individuals who have greater than $1 million in assets. New Edge Wealth has a broad set 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 advisory fees largely depend on the services. Fees billed by New Edge Wealth most likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

Kevin Miller Work History

Kevin has 11 years of experience.

2020 - Present (2 years)

Mid Atlantic Capital Corporation

2020 - Present (2 years)

New Edge Wealth

2015 - 2020 (5 years)

Ubs Fs

2014 - 2014 (< 1 year)

Ubs Financial Services Inc

2013 - 2013 (< 1 year)

Highmount Capital LLC

2012 - 2012 (< 1 year)

Courtfield Capital LLC

2011 - 2015 (4 years)

Bucknell University

Disclosures

Kevin Miller has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at New Edge Wealth

Alec Zager
Stamford, CT
Anna Reyes Stockhamer
Stamford, CT
Kevin Miller
Darien, 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.

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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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