Blaine Michael Minton

New Edge Wealth

25 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingEstate PlanningRetirement PlanningHigh Net Worth

New Edge Wealth

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

107 advisors

Number of Clients

2,790 clients

Average Client Portfolio

$4.3M average

Assets Under Management

$12.1B

Fee Structure

Location

980 N. Federal Hwy #302, Boca Raton, FL, 33432

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

New Edge Wealth

August 2024 - Present · 1 yr 6 mos

Newedge Securities, LLCBroker

August 2024 - Present · 1 yr 6 mos

Previous Registrations

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

March 2016 - August 2024 · 8 yrs 5 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

March 2016 - August 2024 · 8 yrs 5 mos

Morgan StanleyBroker

June 2009 - April 2016 · 6 yrs 10 mos

Morgan Stanley

June 2009 - April 2016 · 6 yrs 10 mos

Morgan Stanley & CO. IncorporatedBroker

February 2009 - June 2009 · 4 mos

Morgan Stanley & CO. Incorporated

February 2009 - June 2009 · 4 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

April 2005 - March 2009 · 3 yrs 11 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

April 2005 - March 2009 · 3 yrs 11 mos

American Express Financial Advisors, INC.

March 2000 - April 2005 · 5 yrs 1 mo

American Express Financial Advisors INC.Broker

March 2000 - April 2005 · 5 yrs 1 mo

Ids Life Insurance CompanyBroker

March 2000 - April 2005 · 5 yrs 1 mo

State Registrations30 states

ALAZCACOCTDCFLGAILINKSMAMDMEMINCNJNVNYOHORPARISCTNTXUTVAVTWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.