Travis
Aldridge
New Edge Wealth
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About this Advisor
Travis Aldridge is a chartered financial analyst who works out of Miami, Florida with a total of 2 years of industry experience. Aldridge is an employee of New Edge Wealth. During their career, the advisor has held roles at Genesis Investment Advisors, Genesis Fund Management LLC, Lincoln Financial Advisors, Inc, New Edge Wealth, Newedge Securities, Inc and Boston Private Wealth LLC. Aldridge holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Florida. New Edge Wealth is an advisory business operating out of Stamford, CT. The firm has offices in six locations and a total of 80 advisors. It administers $6 billion in total assets among its 7,125 client accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 7,125 accounts, 45% belong to high-net-worth individuals who have more than $1 million in assets. New Edge Wealth provides a wide 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. Fees charged by financial advisors typically depend on which services the firm provides the client. Fees charged by New Edge Wealth most likely are comprised of any combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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New Edge Wealth Brokerage Details
$5,737,587,654
80
7,125
$805,275
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
Travis Aldridge Work History
Travis has been registered as a financial advisor for 2 years.*
Newedge Securities, Inc
New Edge Wealth
Boston Private Wealth LLC
Lincoln Financial Advisors, Inc
Genesis Fund Management LLC
Genesis Investment Advisors
*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.
Disclosures
Please visit the SEC profile of Travis Aldridge 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
Stamford, CT
Manhattan Beach, CA
Miami, FL
Stamford, CT
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 profile-compliance@smartasset.com.
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