AB
CFA
AB
CFA

Adam Michael Betancourt

4 Years of Experience
May Earn Commission
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

2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY, 10017

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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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Employment History
Current Registrations
New Edge Wealth
November 2025 - Present · 3 mos
Summit Trail Advisors, LLC
August 2021 - Present · 4 yrs 6 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.