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Steven John Trustey

NEW Edge Wealth

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About Steven John Trustey

Steven Trustey is an investment advisor representative with New Edge Wealth. Steven has been in the industry since 2006. Steven has a Series 66, Series 10, Series 9, Series 7, and SIE. Steven is registered in 53 states, and has also held previous positions at First Manhattan Securities LLC and Neuberger Berman BD LLC.

Firm Information

Steven Trustey 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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Steven Trustey’s Registration & Firm History

CT

02/15/2024 - Present

NEW Edge Wealth (STAMFORD CT)

NY

09/02/2022 - 02/27/2024

FIRST MANHATTAN SECURITIES LLC (New York NY)

NY

12/24/2020 - 08/22/2022

NEUBERGER BERMAN BD LLC (NEW YORK NY)

NY

07/15/2005 - 06/05/2020

HSBC SECURITIES (USA) INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/10/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/19/2012

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/07/2011

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Steven John Trustey.
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