Paula
Gruber
New Edge Wealth
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About this Advisor
Paula Gruber is a financial advisor based in Stamford, Connecticut with a total of 1 year of industry experience. Gruber is currently employed by New Edge Wealth. During their career, Gruber has held roles at Ubs Financial Services Inc, Newedge Securities, Inc and Newedge Wealth. Gruber holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Connecticut, New Jersey and Texas. New Edge Wealth is a financial advisory firm operating out of Stamford, CT. The company has offices in six locations and a total of 80 employees. It has $6 billion in assets among its 7,125 client accounts, placing it among the biggest firms in the nation by assets under management. Of its 7,125 customer accounts, 45% are associated with high-net-worth clients who have at least $1 million in investable assets. The company provides 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. Fees for financial advisory services typically vary depending on which services are provided. However, fee types billed by New Edge Wealth likely are comprised of some combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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New Edge Wealth Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$5,737,587,654
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
80
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
7,125
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$805,275
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
Paula Gruber Work History
Paula has been registered as a financial advisor for 1 years.*
Newedge Securities, Inc
Newedge Wealth
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 Paula Gruber 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
Stamford, CT
Stamford, CT
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Manhattan Beach, CA
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Stamford, CT
Miami, FL
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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