Bretaigne Elizabeth Black
Investment adviser representative at New Edge Wealth
13 yearsExperience
1 stateRegistered in
$19.9BFirm assets
6 yearsFirm in business
Are you Bretaigne Elizabeth Black? Claim your profile
Contact this firm
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
13 years in the industry.
- New Edge WealthJun 2026 to now
- Newedge Securities LLCMar 2026 to now
- Newedge Wealth LLCFeb 2025 to now
- Edge Capital GroupJan 2020 to Feb 2025
- UBS Financial Services IncNov 2013 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (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
- 4014521
- Firm CRD
- 307771