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Michael Thomas Bigley

NEW Edge Wealth

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About Michael Thomas Bigley

Michael Bigley is an investment advisor with over 37 years of experience in the financial industry. Michael has a wide range of experience in financial planning, portfolio management and investment advice. Michael is registered with the Securities and Exchange Commission (SEC) and holds the Series 4, 7, 63 and 65 securities licenses. Michael is a managing member of several real estate partnerships and is also a trustee of several family trusts. Michael is currently affiliated with New Edge Wealth and provides financial services to a variety of clients including high-net-worth individuals, corporations, and pension plans. Michael is also a licensed insurance agent and is appointed with MassMutual.

Firm Information

Michael Bigley 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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Michael Bigley’s Registration & Firm History

PA

08/01/2022 - Present

NEW Edge Wealth (McMurray PA)

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Licenses & Designations

IA

Issued 01/05/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/23/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/1986

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Michael Thomas Bigley. Review regulatory record here.
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