AH
AH

Ariel Leigh Harary

15 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, 2nd Floor, 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

Ariel works as a sales assistant for investment-related business at NewEdge Wealth, LLC, dedicating nearly full-time hours to this role. Ariel also serves as a general board member for Ben Porat Yosef school, spending minimal time on this activity.

Employment History
Current Registrations
New Edge Wealth
May 2022 - Present · 3 yrs 9 mos
Newedge Securities, LLCBroker
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
September 2019 - May 2022 · 2 yrs 8 mos
UBS Financial Services INC.Broker
September 2019 - May 2022 · 2 yrs 8 mos
UBS Financial Services INC.
September 2013 - December 2017 · 4 yrs 3 mos
UBS Financial Services INC.Broker
September 2013 - December 2017 · 4 yrs 3 mos
J.P. Morgan Securities LLC
March 2009 - October 2013 · 4 yrs 7 mos
J.P. Morgan Securities LLCBroker
February 2009 - October 2013 · 4 yrs 8 mos
State Registrations25 states
AZCACTDCDEFLILLAMAMDMEMINCNJNVNYOHPARITNTXVAWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.