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Ghislain Gouraige

NEW Edge Wealth

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About Ghislain Gouraige

Ghislain Gouraige is an experienced financial advisor with over 28 years of experience in the financial services industry. Ghislain is currently registered with New Edge Wealth, and is a Registered Representative of New Edge Securities, Inc. Ghislain previously held positions at UBS Financial Services Inc., Banc of America Investment Services, Inc., Lehman Brothers Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Ghislain Gouraige 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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Ghislain Gouraige’s Registration & Firm History

CT

01/28/2022 - Present

NEW Edge Wealth (STAMFORD CT)

FL

12/04/2006 - 02/14/2022

UBS FINANCIAL SERVICES INC. (CORAL GABLES FL)

FL

08/13/2004 - 12/07/2006

BANC OF AMERICA INVESTMENT SERVICES, INC. (MIAMI FL)

NY

08/02/2000 - 08/25/2004

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

04/21/1994 - 08/16/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/05/2000

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/04/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Ghislain Gouraige. Review regulatory record here.
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