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Nathan Robert Emrick

Investment adviser representative at New Edge Wealth
13 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

13 years in the industry.

  1. New Edge WealthAug 2024 to now
  2. Newedge Securities IncAug 2024 to now
  3. Newedge WealthAug 2024 to now
  4. Morgan StanleyJun 2020 to Aug 2024
  5. Morgan StanleyJun 2019 to Aug 2019
  6. Morgan StanleyJun 2018 to Aug 2018
  7. Muhlenberg CollegeSep 2017 to Aug 2024
  8. The Episcopal AcademySep 2013 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2020

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
6977190
Firm CRD
307771
Advisor's SEC record (opens in a new tab)
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