Alyssa Ann Marov

CFP

New Edge Wealth

8 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

2525 Ponce de Leon BLVD, Suite 1080, Coral Gables, FL, 33134

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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.

Other Business Activities

Alyssa works as a sales assistant for investment-related business for ultra-high net worth individuals at NewEdge Wealth, LLC. This takes nearly full-time hours.

Employment History

Current Registrations

New Edge Wealth

January 2022 - Present · 4 yrs 1 mo

Newedge Securities, LLCBroker

January 2022 - Present · 4 yrs 1 mo

Previous Registrations

UBS Financial Services INC.

September 2017 - February 2022 · 4 yrs 5 mos

UBS Financial Services INC.Broker

August 2017 - February 2022 · 4 yrs 6 mos

State Registrations4 states

FLNCNMTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.