linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Patrick James Dwyer

NEW Edge Wealth

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

About Patrick James Dwyer

Patrick Dwyer is a financial advisor with New Edge Wealth. Patrick has been in the industry since 1993 and is registered with the state of Florida and Texas. He specializes in providing financial planning and investment advice to individuals, businesses, and institutions. Patrick has a broad range of experience and expertise in a variety of financial products and services.

Firm Information

Patrick Dwyer 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.

Patrick Dwyer’s Registration & Firm History

CT

10/07/2021 - Present

NEW Edge Wealth (STAMFORD CT)

FL

10/04/1993 - 09/20/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)

Not sure if Patrick James Dwyer is right for you?

Licenses & Designations

IA

Issued 05/12/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/15/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/1998

Series 31 - Futures Managed Funds Examination

BC

Issued 10/01/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 8 public disclosures for Patrick James Dwyer. Review regulatory record here.
Not sure if Patrick James Dwyer is right for you?