Andrew
Draft

New Edge Wealth

CRD#7832619
Investment Advisor
in Miami, FL

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About this Advisor

Andrew Draft is a financial advisor based in Miami, Florida, working with New Edge Wealth. Andrew has previously held positions at Aviato Calendar Ventures, LLC, Postmates Inc, Uber Technologies, Inc, Grover Usa Inc, and Newedge Wealth. Andrew has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Andrew is part of New Edge Wealth, which operates out of Miami, Florida. The firm has 11 offices and 115 employees. The firm manages assets totaling $8.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at New Edge Wealth includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

1111 Brickell Avenue, Suite 2180
Miami, FL 33131

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New Edge Wealth Brokerage Details

Total Assets Under Management

$8,610,405,100

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

115

FL Average: 35
Total Number of Accounts

9,457

FL Average: 690
Average Account Size

$910,480

FL Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Andrew Draft Work History

2023 - Present (1 year)

Newedge Wealth

2021 - 2023 (2 years)

Grover Usa Inc

2019 - 2021 (2 years)

Uber Technologies, Inc

2017 - 2019 (2 years)

Postmates Inc

2014 - 2017 (3 years)

Aviato Calendar Ventures, LLC

Disclosures

Please visit the SEC profile of Andrew Draft 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

Noah Stein
Miami, FL
Paige Muirhead
Stamford, CT
Benjamin Lope
Stamford, CT
Jonathan Heines
Stamford, CT
Andrew Draft
Miami, FL
Connor Kirdzik
Stamford, CT
Roland Pritchett
Atlanta, GA
Eduardo Vega
Miami, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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