linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Frank b Barry Ackerman

NEW Edge Wealth

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

About Frank b Barry Ackerman

Frank Ackerman is an investment advisor representative with over 30 years of experience in the financial services industry. Frank is a registered representative with New Edge Wealth and has a proven track record of providing financial advice to high-net-worth individuals, corporations, and other businesses. Frank has held previous positions with UBS Financial Services Inc. and Bear Stearns & Co. Inc. Frank holds Series 7, 52, and 63 securities licenses.

Firm Information

Frank b Ackerman 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.

Frank b Ackerman’s Registration & Firm History

CT

01/02/2025 - Present

NEW Edge Wealth (STAMFORD CT)

NY

07/03/2008 - 07/29/2021

UBS FINANCIAL SERVICES INC. (NEW YORK NY)

NY

02/06/1984 - 07/11/2008

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NA

04/29/1983 - 01/27/1984

SENTRY SECURITES CORP.

Not sure if Frank b Barry Ackerman is right for you?

Licenses & Designations

BC

Issued 05/24/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/1984

Series 7 - General Securities Representative Examination

BC

Issued 04/28/1983

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Frank b Barry Ackerman.
Not sure if Frank b Barry Ackerman is right for you?