Benjamin
Weinberg
Edge Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Benjamin Weinberg is a financial advisor operating in New York, New York who has 1 year of industry experience. Weinberg is currently employed by Edge Wealth Management, LLC. Their career trajectory has included roles at Wealthspire Advisors, Edge Wealth Management, Dalton School and Tulane University. Weinberg has a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in New York. Edge Wealth Management, LLC is an advisory business based in New York, NY. The company has offices in three locations and a total of seven people on staff. It manages $708 million in assets under management among its 503 accounts, placing it among the bigger firms in the United States by assets under management. Of its 503 client accounts, 59% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Edge Wealth Management, LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services vary depending on the type of services. Fees charged by Edge Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Edge Wealth Management, LLC Brokerage Details
$708,077,309
7
503
$1,407,708
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Benjamin Weinberg Work History
Benjamin has been registered as a financial advisor for 1 years.*
Edge Wealth Management
Wealthspire Advisors
Tulane University
Dalton 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.
Disclosures
Please visit the SEC profile of Benjamin Weinberg 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 Edge Wealth Management, LLC
New York, NY
New York, NY
New York, NY
Havertown, PA
New York, NY
New York, NY
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
