William Douglas Phillips
Investment adviser representative at New Edge Wealth
16 yearsExperience
1 stateRegistered in
$19.9BFirm assets
6 yearsFirm in business
Are you William Douglas Phillips? 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
16 years in the industry.
- New Edge WealthApr 2025 to now
- Newedge Securities IncNov 2023 to now
- Newedge WealthNov 2023 to now
- JPMorgan Chase Bank NAApr 2010 to Nov 2023
- JPMorgan Securities LLCApr 2010 to Nov 2023
Exams passed
- Series 66 · Uniform Combined State Law2007
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
- 5221895
- Firm CRD
- 307771