Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Emrick is a financial advisor currently affiliated with New Edge Wealth. Nathan has been in the industry since October 15, 2020, and holds a Series 7TO, Series 66 and SIE licenses. Nathan has been registered as a broker in 21 states including Arizona, California, Connecticut, Delaware, Florida, Hawaii, Illinois, Maine, Maryland, Massachusetts, Michigan, Nevada, New Mexico, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Vermont, and Virginia. Nathan also holds an Investment Advisor Representative license in Pennsylvania. Nathan's previous experience includes working at Morgan Stanley from June 2018 to August 2024. New Edge Wealth is a registered Investment Advisor that manages over $8.6 Billion in assets for approximately 9,457 clients. The firm provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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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CT
01/02/2025 - Present
NEW Edge Wealth (STAMFORD CT)
PA
10/16/2020 - 08/22/2024
MORGAN STANLEY (Allentown PA)
BOTH
Issued 12/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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