New Edge Wealth
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
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
Patrick Dwyer Work History
Patrick has 29 years of experience.
New Edge Wealth
Boston Private Wealth
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Patrick Dwyer has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at New Edge Wealth
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