AC
AC

Alan Chidsey

14 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

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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Employment History
Current Registrations
New Edge Wealth
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Phineus Partners, L.P.
January 2003 - December 2015 · 12 yrs 11 mos
Phineus Partners, L.P.
November 2002 - December 2002 · 1 mo
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.