Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Chidsey is an investment advisor representative with New Edge Wealth. Alan has been in the industry since 1993 and holds licenses in Connecticut. The firm has a variety of client types, including individuals, corporations, and investment companies. Alan and New Edge Wealth provide financial planning, pension consulting, selection of other advisors, and portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
04/16/2024 - Present
NEW Edge Wealth (STAMFORD CT)
NA
02/22/1993 - 02/16/1994
EVEREN SECURITIES, INC.
IA
Issued 04/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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