New Edge Wealth

Investment Advisor
in Miami, FL

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About this Advisor

Noah Stein is a financial advisor based out of Miami, Florida. Stein is on the advisory team at New Edge Wealth. The advisor has gained experience at Swimgym - Robert Strauss, Florida State University, Blue Star Camps, Ubs Financial Services, Nautilus Middle School, Miami Beach Senior High School and Newedge Wealth. Stein maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Florida. New Edge Wealth is an advisory firm based out of Stamford, CT. The company has offices in six locations and a total of 80 employees. It has $6 billion in assets under management between its 7,125 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 7,125 customer accounts, 45% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. New Edge Wealth offers a number 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. A financial advisor's fee schedules are based on which services the firm provides the client. However, fee types charged by New Edge Wealth may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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, Commissions

Office Location

299 Alhambra Circle, Suite 302
Miami, FL 33134

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New Edge Wealth Brokerage Details

Total Assets Under Management


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


FL Average: 35
Total Number of Accounts


FL Average: 690
Average Account Size


FL Average: $7,677,358

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

Noah Stein Work History

Noah has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Newedge Wealth

2022 - Present (2 years)

Newedge Wealth

2021 - 2022 (1 year)

Ubs Financial Services

2019 - 2019 (< 1 year)

Blue Star Camps

2018 - 2022 (4 years)

Florida State University

2017 - 2018 (1 year)

Swimgym - Robert Strauss

2014 - 2018 (4 years)

Miami Beach Senior High School

2012 - 2014 (2 years)

Nautilus Middle School

*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 Noah Stein 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

Anna Reyes Stockhamer
Stamford, CT
Benjamin Lope
Stamford, CT
Muzaffar Ahmed
Manhattan Beach, CA
Justin Reese
Stamford, CT
Noah Stein
Miami, FL
Khush Patel
Miami, FL
John Straus
Stamford, CT
Alis Ramirez
Miami, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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

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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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