Michaelangelo
Dooley

New Edge Wealth

CRD#5859446
Investment Advisor
in Stamford, CT

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About this Advisor

Michaelangelo Dooley is a certified financial planner who works out of Stamford, Connecticut, with a total of 1 year of relevant experience. Dooley works at New Edge Wealth. Over the course of their career, they have held roles at Ubs Financial Services Inc, Newedge Wealth, LLC and Newedge Securities, Inc. Dooley holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida and Texas. New Edge Wealth is a financial advisory business that has its headquarters in Stamford, CT. The investment advisory business has offices in six locations and a total of 80 people on staff. It manages $6 billion in total assets among its 7,125 accounts, making it one of the largest investment advisory firms in the nation by assets under management. Of its 7,125 accounts, 45% are held by high-net-worth investors who have greater than $1 million in assets. New Edge Wealth 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. Financial management fee schedules usually are based on the services offered. However, fees billed by New Edge Wealth most likely are comprised of some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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, Commissions

Office Location

2200 Atlantic Street 2Nd Floor
Stamford, CT 06902

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New Edge Wealth Brokerage Details

Total Assets Under Management

$5,737,587,654

CT Average: $5,297,377,271
Total Number of Employees

80

CT Average: 35
Total Number of Accounts

7,125

CT Average: 690
Average Account Size

$805,275

CT Average: $7,677,358

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

Michaelangelo Dooley Work History

Michaelangelo has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Newedge Wealth, LLC

2022 - Present (2 years)

Newedge Securities, Inc

2011 - 2013 (2 years)

Ubs Financial Services Inc

2010 - 2022 (12 years)

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 Michaelangelo Dooley 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

Benjamin Lope
Stamford, CT
Anna Reyes Stockhamer
Stamford, CT
Noah Stein
Miami, FL
Justin Reese
Stamford, CT
John Straus
Stamford, CT
Alis Ramirez
Miami, FL
Khush Patel
Miami, FL
Muzaffar Ahmed
Manhattan Beach, CA

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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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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