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Ana Karina Gonzalez Davila

6 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, Suite 200, 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

Ana 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
February 2022 - Present · 4 yrs
Newedge Securities, LLCBroker
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
December 2019 - February 2022 · 2 yrs 2 mos
UBS Financial Services INC.Broker
September 2019 - February 2022 · 2 yrs 5 mos
State Registrations3 states
FLNCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.