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.
- New Edge WealthNov 2025 to now
- Newedge WealthNov 2025 to now
- Summit Trail Advisors, LLCApr 2021 to Nov 2025
- 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