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 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

Series 63, Series 65

Years Registered*

2 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, 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

Patrick Dwyer Work History

Patrick has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

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

*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 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

Anna Reyes Stockhamer
Stamford, CT
Benjamin Lope
Stamford, CT
Justin Reese
Stamford, CT
Ryan Cholnoky
Stamford, CT
Alis Ramirez
Miami, FL
Noah Stein
Miami, FL
Khush Patel
Miami, FL
John Straus
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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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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