Tate Heritage Wingate
Investment adviser representative at New Edge Wealth
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- New Edge WealthApr 2025 to now
- Newedge Securities, LLCApr 2025 to now
- Newedge WealthApr 2025 to now
- RBC Capital Markets, LLCJan 2023 to Feb 2025
- Morgan StanleyNov 2020 to Jan 2023
- Ameriprise Financial Services, Inc.Jun 2015 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 2830666
- Firm CRD
- 307771