linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew William Knight

NEW Edge Wealth

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew William Knight

Andrew William Knight is an investment advisor representative associated with New Edge Wealth. Andrew William Knight has been in the securities industry for over 12 years. Andrew William Knight has passed the Series 7, Series 66 and the SIE exam. Andrew William Knight holds active registrations in Connecticut and Texas. Andrew William Knight specializes in investment advisory services, financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Andrew William Knight works in the Stamford, Connecticut office of New Edge Wealth.

Firm Information

Andrew Knight is currently registered with NEW Edge Wealth. NEW Edge Wealth is a registered investment advisor headquartered in Stamford, CT. With over 80 investment professionals, the firm manages over $8.6 billion in assets for high-net-worth individuals, families, trusts, foundations, and institutional clients. They offer a comprehensive range of services, including financial planning, portfolio management, and pension consulting. The firm also provides investment advisory services to pooled investment vehicles, corporations, and other businesses. NEW Edge Wealth is committed to providing clients with personalized investment solutions designed to meet their specific financial goals.
NEW Edge Wealth

2200 ATLANTIC STREET

STAMFORD, CT 06902

$8.61B

Assets Under Management

18

Total Clients

84

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew Knight’s Registration & Firm History

CT

02/13/2023 - Present

NEW Edge Wealth (STAMFORD CT)

Not sure if Andrew William Knight is right for you?

Licenses & Designations

BOTH

Issued 02/10/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/20/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Andrew William Knight.
Not sure if Andrew William Knight is right for you?