Patrick Dillon
Investment adviser representative at New Edge Wealth
15 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
15 years in the industry.
- New Edge WealthJul 2025 to now
- Newedge Securities LLCJul 2025 to now
- Newedge WealthJul 2025 to now
- Morgan StanleyNov 2019 to Jul 2025
- JP Morgan Chase Bank, N.A.May 2018 to Nov 2019
- JP Morgan Securities, LLCMay 2018 to Nov 2019
- Royal AllianceMay 2018 to May 2018
- Royal Alliance & AssociatesSep 2011 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2013
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
- 5687368
- Firm CRD
- 307771