Michaelangelo
Dooley
New Edge Wealth
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About this Advisor
Michaelangelo Dooley is a certified financial planner working in Miami, Florida, who has been in the advisory business for 12 years. Dooley is an employee of New Edge Wealth. Their career trajectory has included roles at Ubs Financial Services Inc, Newedge Wealth, LLC and Newedge Securities, Inc. Dooley maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Florida, New Jersey and Texas. New Edge Wealth is an advisory business that has its headquarters in Miami, Florida. The investment advisory business has offices in two locations and a total of 42 people on staff. It controls $4 billion in assets between its 3,283 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 3,283 client accounts, 67% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business offers a broad range 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. Financial management fee schedules vary depending on which service is offered. However, fees billed by New Edge Wealth likely consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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New Edge Wealth Brokerage Details
$4,357,325,859
42
3,283
$1,327,239
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Answer a few questions to get a personalized match.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
Michaelangelo Dooley Work History
Michaelangelo has 12 years of experience.
Newedge Wealth, LLC
Newedge Securities, Inc
Ubs Financial Services Inc
Ubs Financial Services Inc
Disclosures
Michaelangelo Dooley has no disclosures.
Please visit their SEC profile for more details.
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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.
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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.