Gregory
Pool
New Edge Wealth
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About this Advisor
Gregory Pool is a financial advisor based in Miami, Florida, working with New Edge Wealth. Gregory has previously held positions at Wellington Management and Newedge Wealth. Gregory is registered to provide services in Florida and Texas. Currently, Gregory 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
Services Offered
Fee Structure
Office Location
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New Edge Wealth Brokerage Details
$8,610,405,100
115
9,457
$910,480
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
Gregory Pool Work History
Newedge Wealth
Wellington Management
Disclosures
Please visit the SEC profile of Gregory Pool 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
Stamford, CT
Miami, FL
Miami, FL
Stamford, CT
Miami, FL
Stamford, CT
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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