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Spencer Walker Epps

NEW Edge Wealth

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About Spencer Walker Epps

Spencer Walker Epps is a financial advisor at New Edge Wealth. Spencer has been in the industry since 2022. Prior to joining New Edge Wealth, Spencer was a financial advisor at Wells Fargo Advisors Financial Network, LLC. Spencer holds Series 7, SIE, and Series 66 licenses. Spencer has a strong background in finance and a passion for helping clients achieve their financial goals. Spencer is a dedicated professional with a commitment to providing high-quality financial advice. Spencer's expertise lies in areas including financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

Spencer Epps 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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Spencer Epps’s Registration & Firm History

CT

12/20/2023 - Present

NEW Edge Wealth (STAMFORD CT)

CA

10/14/2022 - 12/15/2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WALNUT CREEK CA)

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Licenses & Designations

BOTH

Issued 12/13/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/13/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/12/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Spencer Walker Epps. Review regulatory record here.
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