Glen Mintz
Glen Mintz is a registered investment advisor at New Edge Wealth, based in Stamford, CT, with 34 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,790 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Wealth offers investment advisory services with fees charged in a few ways:
- Fixed Annual Fee: A negotiated fixed fee based on the scope and complexity of the engagement.
- Flat Asset-Based Fee: A single fee rate applied to all assets in the account, negotiated based on the scope and complexity.
- Tiered Rate Fee Schedule: Different fee rates applied to portions of the portfolio based on breakpoints, resulting in a blended fee. Fee rates are not specified in this document.
Clients may also be subject to a minimum annual fee, as outlined in their service summary. Clients can choose to pay an "unbundled" fee or a single "wrap" fee.
Location
2200 Atlantic Street, Suite 200, Stamford, CT, 06902
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2025Customer Dispute
June 2025Employment Separation After Allegations
April 2021Other Business Activities
Glen works as an investment advisor representative for New Edge Wealth, dedicating about half of his time. He also works in asset management for JT Asset Management, dedicating nearly full-time hours.
Employment History
Current Registrations
New Edge Wealth
Previous Registrations
Newedge Securities, LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Bear, Stearns & CO. INC.
Bear, Stearns & CO. INC.Broker
Tucker Anthony IncorporatedBroker
D. H. Blair & CO., INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.