Justin Castenskiold Waterman

New Edge Wealth

9 Years of Experience

May Earn Commission

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingEstate PlanningRetirement PlanningHigh Net Worth

New Edge Wealth

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

Location

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

Get directions

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.

Employment History

Current Registrations

New Edge Wealth

November 2025 - Present · 3 mos

Summit Trail Advisors, LLC

September 2021 - Present · 4 yrs 5 mos

Previous Registrations

Citigroup Global Markets INC.

December 2010 - October 2013 · 2 yrs 10 mos

Barclays Capital INC.

March 2009 - September 2010 · 1 yr 6 mos

Lehman Brothers INC.

July 2007 - October 2008 · 1 yr 3 mos

State Registrations2 states

FLNY

Advisor

Exams

No exam information available for this advisor.