Andres Chavarriaga

New Edge Wealth

9 Years of Experience

Broker

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

2525 Ponce de Leon BLVD, Suite 1080, Coral Gables, FL, 33134

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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.

Other Business Activities

Andres works as a Sales Assistant for investment-related business at NewEdge Wealth, LLC, focusing on ultra-high net worth individuals. This activity takes nearly full-time hours.

Employment History

Current Registrations

New Edge Wealth

November 2022 - Present · 3 yrs 3 mos

Newedge Securities, LLCBroker

July 2022 - Present · 3 yrs 7 mos

Previous Registrations

Credicorp Capital LLCBroker

May 2018 - July 2022 · 4 yrs 2 mos

Vectorglobal WmgBroker

January 2018 - April 2018 · 3 mos

Vectorglobal WmgBroker

June 2015 - March 2017 · 1 yr 9 mos

State Registrations27 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.