Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirsten? Claim Your ProfileKirsten Tuzzo is a financial advisor with over 24 years of experience in the financial services industry. She is currently registered with New Edge Wealth, an investment advisor with offices in Boca Raton, FL and Stamford, CT. Kirsten has a strong background in providing financial planning, portfolio management and investment advisory services for individual, corporate and institutional clients. Kirsten has a wide range of experience working with major firms including Merrill Lynch, Morgan Stanley, and Chase Alternative Asset Management.
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
FL
01/02/2025 - Present
NEW Edge Wealth (Boca Raton FL)
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
11/11/2003 - 03/04/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
NY
05/05/1997 - 04/11/2000
CHASE ALTERNATIVE ASSET MANAGEMENT, INC. (NEW YORK NY)
NY
06/23/1993 - 10/05/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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