Matthew Robert Vinsko
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 WealthJan 2025 to now
- Newedge SecuritiesAug 2024 to now
- Newedge WealthFeb 2024 to now
- University of MiamiAug 2023 to Feb 2024
- JP Morgan Private BankJun 2023 to Aug 2023
- University of MiamiMay 2023 to Jun 2023
- University of Miami Endowment - Investment TeamAug 2022 to May 2023
- Atlantic Sprinkler CorporationMay 2020 to Aug 2022
- Sundae's the Ice Cream PlaceMay 2019 to May 2020
- Point Pleasant Beach High SchoolSep 2018 to May 2019
- Vive FitnessJun 2018 to Sep 2018
- Point Pleasant Beach High SchoolSep 2017 to Jun 2018
- Atlantic Sprinkler CorporationJun 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7966187
- Firm CRD
- 307771