Kevin
Miller
New Edge Wealth
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About this Advisor
Kevin Miller is a financial advisor working out of Stamford, Connecticut, who has 3 years of relevant experience. Miller is an advisor for New Edge Wealth. During their career, the advisor has held roles at Bucknell University, Ubs Financial Services Inc, Highmount Capital LLC, Ubs Fs, Newedge Securities, Inc and New Edge Wealth. Miller maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Connecticut. New Edge Wealth is an advisory business operating out of Stamford, CT. The company has offices in six locations and a total of 80 financial advisors. It controls $6 billion in total assets across its 7,125 accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 7,125 customer accounts, 45% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm has 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 charged by financial advisors largely vary depending on which services are offered. However, fees charged by New Edge Wealth most likely are comprised of some blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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New Edge Wealth Brokerage Details
$5,737,587,654
80
7,125
$805,275
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 been registered as a financial advisor for 3 years.*
Newedge Securities, Inc
New Edge Wealth
Ubs Fs
Ubs Financial Services Inc
Highmount Capital LLC
Bucknell University
*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 Kevin Miller 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
Stamford, CT
Stamford, CT
Stamford, CT
Miami, FL
Manhattan Beach, CA
Stamford, CT
Stamford, CT
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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