Patrick Dwyer
Patrick Dwyer is a registered investment advisor at New Edge Wealth, based in Stamford, CT, with 32 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 (8)
Employment Separation After Allegations
August 2019Customer Dispute
May 2009Customer Dispute
April 2009Customer Dispute
October 2008Customer Dispute
August 2006Customer Dispute
March 2005Customer Dispute
September 2001Customer Dispute
March 2001Other Business Activities
Patrick is an advisory board member for Key Biscayne Community Foundation and South Florida Neuroscience Center, dedicating minimal time annually to each. He also contributes articles to Forbes Council and advises Top Tier Authentics, spending minimal time on each activity.
Employment History
Current Registrations
New Edge Wealth
Previous Registrations
Boston Private Wealth
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.