New Edge Wealth
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About this Advisor
Patrick Dwyer is a financial advisor who works in Stamford, Connecticut with a total of 2 years of relevant experience. Dwyer works at New Edge Wealth. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Boston Private Wealth and New Edge Wealth. Dwyer holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida and Texas. New Edge Wealth is an advisory firm that has its headquarters in Stamford, CT. It has offices in six locations and a total of 80 advisors. It has $6 billion in assets under management between its 7,125 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 7,125 customer accounts, 45% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. New Edge Wealth has 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. Financial management fee schedules are based on which services the firm provides the client. However, fee types billed by New Edge Wealth most likely consist of some combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
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New Edge Wealth Brokerage Details
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 been registered as a financial advisor for 2 years.*
New Edge Wealth
Boston Private Wealth
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith 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.
Please visit the SEC profile of Patrick Dwyer 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
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 firstname.lastname@example.org.
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