Sara Dejay Willis
Investment adviser representative at New Edge Wealth
10 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
10 years in the industry.
- New Edge WealthAug 2026 to now
- Newedge Securities LLCAug 2026 to now
- Newedge WealthAug 2026 to now
- Sanford C. Bernstein & Co., LLCJun 2021 to Aug 2026
- NoneMay 2021 to Jun 2021
- Usi SouthwestJul 2017 to May 2021
- Addison GroupAug 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 7421261
- Firm CRD
- 307771