Colton Neighbors
Investment adviser representative at New Edge Wealth
12 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
12 years in the industry.
- New Edge WealthJan 2026 to now
- Newedge WealthSep 2025 to now
- Fidelity InvestmentsNov 2023 to Nov 2025
- W&s Brokerage ServicesJun 2023 to Oct 2023
- Western & Southern LifeJan 2023 to Jun 2023
- Northwestern MutualMay 2022 to Feb 2023
- North Carolina State UniversityAug 2021 to May 2023
- PNC ArenaAug 2021 to Apr 2022
- Medlin DormanMar 2020 to Aug 2020
- East Caolina UniversityAug 2019 to May 2021
- Triton HighJan 2013 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7543557
- Firm CRD
- 307771