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Richard Lee Hurt

Investment adviser representative at New Edge Wealth
33 yearsExperience
2 statesRegistered in
$19.9BFirm assets
6 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissionsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

33 years in the industry.

  1. New Edge WealthAug 2022 to now
  2. Newedge WealthAug 2022 to now
  3. Newedge Advisors, LLC.Nov 2021 to now
  4. Newedge Securities IncMay 1995 to now
  5. Mid Atlantic Capital CorporationJan 1995 to Aug 2022
  6. Strategic Wealth Management Group, LtdJul 1993 to Aug 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 2 states (PA, TX).

New Edge Wealth

Legal name: Newedge Wealth, LLC

$19.9BAssets managed
3,692Clients
151Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2592380
Firm CRD
307771
Advisor's SEC record (opens in a new tab)
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