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Adam Michael Betancourt

Investment adviser representative at New Edge Wealth
11 yearsExperience
3 statesRegistered in
CFADesignation
$19.9BFirm assets

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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.

  1. New Edge WealthNov 2025 to now
  2. Newedge WealthNov 2025 to now
  3. Summit Trail Advisors, LLCApr 2021 to Nov 2025
  4. Bank of AmericaAug 2015 to Mar 2021

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 3 states (FL, NJ, NY).

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
7410147
Firm CRD
307771
Advisor's SEC record (opens in a new tab)
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