New Edge Wealth
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
Years of Experience
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New Edge Wealth Brokerage Details
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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.
Mid Atlantic Capital Corporation
New Edge Wealth
Ubs Financial Services Inc
Highmount Capital LLC
Courtfield Capital LLC
Kevin Miller has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at New Edge Wealth
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