Richard
Hurt

New Edge Wealth

CRD#2592380
Investment Advisor
in Canonsburg, PA

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About this Advisor

Richard Hurt is a financial advisor based in Canonsburg, Pennsylvania, working with New Edge Wealth. Richard has previously held positions at Newedge Advisors, LLC, Newedge Wealth, Strategic Wealth Management Group, LTD, Mid Atlantic Capital Corporation, and Newedge Securities Inc. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, Richard is part of New Edge Wealth, which operates out of Canonsburg, Pennsylvania. The firm has 11 offices and 115 employees. The firm manages assets totaling $8.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at New Edge Wealth includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

455 Valley Brook Road Suite 100
Canonsburg, PA 15317

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New Edge Wealth Brokerage Details

Total Assets Under Management

$8,610,405,100

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

115

PA Average: 35
Total Number of Accounts

9,457

PA Average: 690
Average Account Size

$910,480

PA Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Richard Hurt Work History

2022 - Present (2 years)

Newedge Wealth

2021 - Present (3 years)

Newedge Advisors, LLC

1995 - Present (29 years)

Newedge Securities Inc

1995 - 2022 (27 years)

Mid Atlantic Capital Corporation

1993 - 2022 (29 years)

Strategic Wealth Management Group, LTD

Disclosures

Please visit the SEC profile of Richard Hurt 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

Benjamin Lope
Stamford, CT
Jonathan Heines
Stamford, CT
Paige Muirhead
Stamford, CT
Andrew Draft
Miami, FL
Noah Stein
Miami, FL
Connor Kirdzik
Stamford, CT
Andres Chavarriaga
Miami, FL
Eduardo Vega
Miami, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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