Michael
Fomuke
New Edge Wealth
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About this Advisor
Michael Fomuke is a financial advisor working out of Stamford, Connecticut with 1 year of industry experience. Fomuke currently works for New Edge Wealth. During their career, the advisor has held roles at Ubs Financial Services, Inc, Ubs Financial Services Inc, One Seven Dba Park City Family Office, Newedge Securities, Inc and Newedge Wealth, LLC. Fomuke holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas and Utah. New Edge Wealth is an advisory firm that has its headquarters in Stamford, CT. The company has offices in six locations and a total of 80 people on staff. It has $6 billion in total assets across its 7,125 accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 7,125 accounts, 45% belong to high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm provides a number of services, including 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 management typically are based on which services the firm provides the client. Fees billed by New Edge Wealth may include any combination 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
Michael Fomuke Work History
Michael has been registered as a financial advisor for 1 years.*
Newedge Securities, Inc
Newedge Wealth, LLC
One Seven Dba Park City Family Office
Ubs Financial Services Inc
Ubs Financial Services, Inc
*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 Michael Fomuke 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
Manhattan Beach, CA
Miami, FL
Miami, FL
Stamford, CT
Stamford, CT
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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