NewEdge Capital Group, LLC, announced today that it has welcomed a team of four wealth managers to a new Florida location for its NewEdge Wealth division
Company News
NewEdge Turns Firmwide AI Access into Client-Ready Innovation in Weeks
Advisors Across the Firm Are Already Reshaping Client Meetings, Planning and Communications NEW YORK, NY, AUG. 20, 2026 — NewEdge Capital Group, LLC (“NewEdge” or the “firm”) today shared an update on the fast-growing momentum behind its firmwide collaboration...
NewEdge Wealth Adds Houston Location in Continued Expansion
Experienced Wealth Management Team Anchors the 20th Location for NewEdge Capital’s Ultra High Net Worth Division NEW YORK, NY, AUG. 18, 2026 — NewEdge Capital Group, LLC, announced today that it has continued its nationwide expansion with the establishment of a...
NewEdge Capital Group Expands Envestnet Partnership to Incorporate Structured Note Strategies Within Unified Managed Accounts
NewEdge Wealth announced today that financial advisors can now access the innovative Structured Note Strategies from its investment platform, NewEdge Investment Solutions (NEIS), through the Envestnet and SMArtX platforms.
NewEdge Named to Inaugural CNBC Elite Advisors List
Recognition Highlights the Firm’s Commitment to Ultra-High Net Worth Clients and Family Offices Through Its NewEdge Wealth Business NEW YORK, JUNE 24, 2026 — NewEdge Capital Group announced today that it has been recognized on the inaugural CNBC Elite Advisors...
NewEdge Continues Nashville Expansion
Team Led by Experienced Advisor James Nichols to Serve Growing Metro Area PITTSBURGH, PENN., JUNE 16, 2026 — NewEdge Capital Group, LLC, announced today that a team led by James Nichols has joined NewEdge Wealth, a registered investment advisor specializing in...
NewEdge Wealth Adds Experienced Wealth Advisor to Growing Atlanta Office
Alex Watts Joins NewEdge from Merrill Lynch Private Wealth STAMFORD, CONN., MAY 27, 2026 — NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra high net worth and high net worth families, family offices and...
NewEdge Wealth Welcomes High-Performing Advisor Team to Expand East Coast Presence
Burt Hilton, Tom Ames and Andrew Kaskel to Support Boston, New York and New Jersey Clients
NewEdge Capital Group Names James Jesse CEO Amid Rapid Growth Trajectory
James joins NewEdge at a pivotal moment as the firm marks five years of rapid growth. His expertise will help drive NewEdge’s next phase.
NewEdge Wealth Welcomes Experienced Wealth Manager Heather Doherty Guardado to New York Office
NewEdge Wealth announced that Heather Doherty Guardado has joined the firm’s New York office as a Managing Director.