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Benjamin Andrew Lope

7 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningRetirement PlanningHigh Net Worth
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

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Location

2200 Atlantic Street, 2nd Floor, Stamford, CT, 06902

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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.

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Other Business Activities

Benjamin works as an analyst at New Edge Wealth, LLC, providing financial services to high net worth individuals. This takes about half of his time, both during and outside of market hours.

Employment History
Current Registrations
New Edge Wealth
December 2020 - Present · 5 yrs 2 mos
Newedge Securities, LLCBroker
December 2020 - Present · 5 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
September 2018 - December 2020 · 2 yrs 3 mos
UBS Financial Services INC.Broker
August 2018 - December 2020 · 2 yrs 4 mos
State Registrations36 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.