Wealthedge Investment Advisors LLC

WealthEdge Investment Advisors LLC is a financial advisory firm based in New York, founded by Gerard Addeo in 1999. The firm specializes in investment advisory services and tax planning. Gerard Addeo, a Certified Public Accountant (CPA), leads the firm and acts as the Chief Compliance Officer. The firm operates as a fiduciary, ensuring recommendations are in the client's best interest. Clients may receive CPA and financial planning services from Mr. Addeo, who receives compensation for these services. The firm's Code of Conduct emphasizes integrity and compliance with laws and regulations. WealthEdge also employs Fahad Hasan, a Chartered Financial Analyst (CFA), as a Senior Portfolio Strategist. Fahad Hasan has experience in financial advisory roles and is supervised by Mr. Addeo. The firm discloses potential conflicts of interest and operates under a Code of Conduct to maintain integrity. Yandie Liautaud, a Certified Financial Planner (CFP®), serves as the Director of Financial Planning at WealthEdge. Yandie Liautaud is supervised by Mr. Addeo and operates as a fiduciary, providing fee-based financial planning services in the client's best interest. Enri Dama, the Chief Investment Officer, and Liam Hibbits, a Portfolio Manager, also contribute to WealthEdge's team under Mr. Addeo's supervision. The firm emphasizes a Code of Conduct to ensure client interests are protected and compliance with industry standards.