Michael Jeffrey Kramer
Investment adviser representative at New Edge Wealth
11 yearsExperience
3 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
11 years in the industry.
- New Edge WealthOct 2023 to now
- Newedge Securities IncOct 2023 to now
- Newedge WealthOct 2023 to now
- J.P. Morgan Securities LLCSep 2023 to Oct 2023
- First Republic Investment Management, Inc.Feb 2021 to Oct 2023
- First Republic Securities Company, LLCFeb 2021 to Oct 2023
- Fbr Capital Markets & Co.Nov 2017 to Feb 2021
- B. Riley & Co., LLCNov 2015 to Feb 2021
- B. Riley Capital Management, LLC.May 2012 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 3 states (CT, NY, 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
- 4695966
- Firm CRD
- 307771