Patrick
Dwyer

New Edge Wealth

CRD#2250476
Investment Advisor
in Stamford, CT

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About this Advisor

Patrick Dwyer is a financial advisor working out of Stamford, Connecticut, with 29 years in the industry. Dwyer is an employee of New Edge Wealth. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Boston Private Wealth and New Edge Wealth. Dwyer maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida and Texas. New Edge Wealth is an advisory firm that has its headquarters in Stamford, Connecticut. The firm has offices in two locations and a total of 42 financial advisors. It handles $4 billion in assets under management between its 3,283 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 3,283 accounts, 67% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company has a wide range 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 for financial management largely vary depending on which services the firm provides the client. Fee types billed by New Edge Wealth most likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

29 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

Yes

Office Location

2200 Atlantic Street 2Nd Floor
Stamford, CT 06902

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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

Patrick Dwyer Work History

Patrick has 29 years of experience.

2021 - Present (1 year)

New Edge Wealth

2019 - 2021 (2 years)

Boston Private Wealth

2011 - 2019 (8 years)

Bank Of America, N.A

1993 - 2019 (26 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Patrick Dwyer has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at New Edge Wealth

Michael Fomuke
Stamford, CT
Anna Reyes Stockhamer
Stamford, CT
Alec Zager
Stamford, CT
Kevin Miller
Darien, CT
Benjamin Lope
Darien, CT
Jay Peters
Stamford, CT
John Straus
Darien, 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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This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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