Matthew Remis

from New Edge Wealth
SEC regulated
Regulated Investment Advisor
Matthew Remis is a financial advisor based in Connecticut, Stamford, with 14 years of experience. Matthew currently works for New Edge Wealth. Matthew maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Matthew Remis works at New Edge Wealth
New Edge Wealth is a financial advisory firm based in Stamford, Connecticut. It currently has approximately $6,465,784,457 of assets under management and employs about 80 people. New Edge Wealth uses a fee structure of a percentage of assets under your management, fixed fees and commissions.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management, fixed fees and commissions
Office location
2200 Atlantic Street, 2nd Floor, Stamford, Connecticut, 6902

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