New Edge Wealth
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About this Advisor
Khush Patel is a financial advisor operating out of Miami, Florida. Patel is an employee of New Edge Wealth. Patel has gained experience at Ashmole Academy, Nova Southeastern University, Npc Financial, Newedge Wealth and Newedge Securities, Inc. Patel maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida. New Edge Wealth is a financial advisory business operating out of Stamford, CT. The investment advisory business has offices in six locations and a total of 80 financial advisors. It has $6 billion in total assets among its 7,125 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% are associated with high-net-worth individuals who have greater than $1 million in assets. New Edge Wealth offers a diverse array 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. A financial advisor's fee schedules largely are based on the type of financial services provided. However, fee types billed by New Edge Wealth likely include some combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
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New Edge Wealth Brokerage Details
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
Khush Patel Work History
Khush has been registered as a financial advisor for 0 years.*
Newedge Securities, Inc
Nova Southeastern University
*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.
Please visit the SEC profile of Khush Patel 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
Manhattan Beach, CA
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