Jeffrey
Cherkas
New Edge Wealth
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About this Advisor
Jeffrey Cherkas is a financial advisor based out of Stamford, Connecticut with 2 years of industry experience. Cherkas is currently employed by New Edge Wealth. Throughout their career, they have worked at Newedge Securities, Inc, New Edge Wealth and Ubs Financial Services Inc. Cherkas maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Connecticut and New Jersey. New Edge Wealth is a firm operating out of Stamford, CT. It has offices in six locations and a total of 80 financial advisors. It administers $6 billion in assets under management across its 7,125 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 7,125 accounts, 45% are associated with high-net-worth individuals who have more than $1 million in investable assets. New Edge Wealth has a number 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 largely vary depending on the type of services. However, fees billed by New Edge Wealth likely consist 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
Jeffrey Cherkas Work History
Jeffrey has been registered as a financial advisor for 2 years.*
Newedge Securities, Inc
New Edge Wealth
Ubs Financial Services Inc
*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 Jeffrey Cherkas 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
Stamford, CT
Miami, FL
Miami, FL
Manhattan Beach, CA
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 profile-compliance@smartasset.com.
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