Matthew Liam Mongon
Investment adviser representative at New Edge Wealth
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$19.9BFirm assets
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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
15 years in the industry.
- New Edge WealthAug 2024 to now
- Newedge Securities IncAug 2024 to now
- Newedge WealthAug 2024 to now
- Morgan Stanley Private Bank, N.A.Feb 2019 to now
- Morgan StanleyNov 2018 to Aug 2024
- Lehigh UniversityJul 2011 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State 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
- 4670325
- Firm CRD
- 307771