Donald Chandler Marcontell
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 WealthFeb 2026 to now
- Newedge Securities LLCFeb 2026 to now
- Newedge WealthFeb 2026 to now
- Bank of America N.A.May 2024 to Jan 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2024 to Jan 2026
- Equitable Advisors, LLCJul 2022 to Apr 2024
- UnemployedJun 2022 to Jul 2022
- Campus CratesAug 2021 to May 2022
- Bloomfield HomesMay 2020 to Aug 2020
- Hey Sugar Candy StoreJun 2019 to Jul 2019
- Baylor UniversityAug 2018 to May 2022
- Red Rock Canyon GrillAug 2016 to Sep 2018
- Southlake Carroll High SchoolAug 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
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
- 7605192
- Firm CRD
- 307771