Ana
Gonzalez Davila

New Edge Wealth

CRD#7048165
Investment Advisor
in Miami, FL

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About this Advisor

Ana Gonzalez Davila is a financial advisor based out of Miami, Florida, who has been in the advisory business for 13 years. Gonzalez Davila is currently employed by New Edge Wealth. During their career, Gonzalez Davila has held roles at Ubs Financial Services Inc, Blueprint Wealth Alliance, Rxbar, Miami School Of Business And Executive Education, Highway Nine Marketing, Complete Md Solutions, LLC, Tad'S Bar And Grille, University Of Miami, Colegio Nueva Granada, Seven Lakes High School, Woodcreek Jr. High, Abercrombie And Fitch, Newedge Wealth, LLC and Newedge Securities, Inc. Gonzalez Davila maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. New Edge Wealth is a registered investment company headquartered in Miami, Florida. The investment advisory business has offices in two locations and a total of 42 employees. It handles $4 billion in assets under management across its 3,283 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 3,283 customer accounts, 67% are held by high-net-worth individuals who have at least $1 million in investable assets. New Edge Wealth provides 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. Fees charged by financial advisors usually depend on which services are provided. However, fee types charged by New Edge Wealth can consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

13 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

No

Office Location

1 Alhambra Plaza Ph Floor
Miami, FL 33134

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New Edge Wealth Brokerage Details

Total Assets Under Management

$4,357,325,859

FL Average: $5,297,377,271
Total Number of Employees

42

FL Average: 35
Total Number of Accounts

3,283

FL Average: 690
Average Account Size

$1,327,239

FL 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

Ana Gonzalez Davila Work History

Ana has 13 years of experience.

2022 - Present (0 year)

Newedge Wealth, LLC

2022 - Present (0 year)

Newedge Securities, Inc

2018 - Present (4 years)

Ubs Financial Services Inc

2018 - 2018 (< 1 year)

Blueprint Wealth Alliance

2018 - 2018 (< 1 year)

Rxbar

2017 - 2018 (1 year)

Highway Nine Marketing

2016 - 2016 (< 1 year)

Complete Md Solutions, LLC

2016 - 2016 (< 1 year)

Tad'S Bar And Grille

2015 - 2018 (3 years)

Miami School Of Business And Executive Education

2015 - 2018 (3 years)

University Of Miami

2013 - 2015 (2 years)

Colegio Nueva Granada

2013 - 2013 (< 1 year)

Abercrombie And Fitch

2011 - 2013 (2 years)

Seven Lakes High School

2009 - 2013 (4 years)

Woodcreek Jr. High

Disclosures

Ana Gonzalez Davila has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at New Edge Wealth

Alec Zager
Stamford, CT
Anna Reyes Stockhamer
Stamford, CT
Kevin Miller
Darien, CT
Michael Fomuke
Stamford, CT
Benjamin Lope
Darien, CT
John Straus
Darien, CT
Jay Peters
Stamford, 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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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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