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Blaine Michael Minton

NEW Edge Wealth

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About Blaine Michael Minton

Blaine Michael Minton is a financial advisor with New Edge Wealth. Blaine has been in the financial industry since March 23, 2000 and has been registered with FINRA since March 23, 2000. Blaine is licensed to offer securities in Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Maine, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, and Virginia. Blaine is also licensed to offer investment advisory services in Florida. Blaine's professional experience includes previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, Morgan Stanley & Co. Incorporated, American Express Financial Advisors Inc., and IDS Life Insurance Company. Blaine holds the following securities licenses: Series 7, Series 31, and Series 66. Blaine also holds the Securities Industry Essentials Examination (SIE). Blaine's specializations include: portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, financial planning, pension consulting, and selection of other advisors.

Firm Information

Blaine Minton 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Blaine Minton’s Registration & Firm History

CT

01/02/2025 - Present

NEW Edge Wealth (STAMFORD CT)

FL

03/18/2016 - 08/20/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DELRAY BEACH FL)

FL

06/01/2009 - 04/11/2016

MORGAN STANLEY (BOCA RATON FL)

FL

02/27/2009 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (BOCA RATON FL)

FL

04/20/2005 - 03/03/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)

MN

03/24/2000 - 04/21/2005

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/24/2000 - 04/21/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 09/23/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 03/23/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Blaine Michael Minton.
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