Erica Weiser is a registered investment advisor at New Edge Wealth, based in Stamford, CT, with 27 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Erica is involved with Weiser Wellness, a home-based MLM company selling health and home products, since September 2020. This activity takes about 10-20% of her time.
Employment History
Current Registrations
New Edge Wealth
Previous Registrations
Mercer Global Advisors INC.
LPL Financial LLC
LPL Financial LLCBroker
Mariner Wealth Advisors
Msec, LLCBroker
Ef Legacy Securities, LLCBroker
Edelman Financial Services, LLC
Vsr Financial Services, INC.Broker
Girard Securities, INC.Broker
Investors Capital CORP.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Cetera Advisors LLCBroker
Cetera Financial Specialists LLCBroker
Cetera Investment Services LLCBroker
First Allied Securities, INC.Broker
Legend Equities CorporationBroker
Summit Brokerage Services, INC.Broker
Assetmark Brokerage, LLCBroker
Assetmark, INC.
Capital Brokerage CorporationBroker
Legg Mason Investor Services, LLCBroker
Capital Investment Group, INC.Broker
Kbr Capital Markets, LLCBroker
Steadfast Capital Markets Group, LLCBroker
Afa Financial Group, LLCBroker
Orchard Securities, LLCBroker
Nnn Capital CORP.Broker
Nationwide Investment Services CorporationBroker
Metlife Investors Distribution CompanyBroker
American Skandia Marketing, INC.Broker
Hartford Equity Sales Company INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Gna Securities, 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.