Paul Joseph Yates
Investment adviser representative at New Edge Wealth
17 yearsExperience
2 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
17 years in the industry.
- New Edge WealthSep 2026 to now
- Newedge Securities LLCSep 2026 to now
- Newedge WealthSep 2026 to now
- Bank of America, N.A.Mar 2009 to Sep 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2009 to Sep 2026
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6545604
- Firm CRD
- 307771