ria
NewEdge Wealth
STAMFORD, CT
CRD: 307771
In PWD coverage since August 19, 2026 · 5 stories
$19.9BRegulatory AUMSEC Form ADV · Aug 21
211EmployeesForm ADV
+1Talent net · 12 months1 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +1 · 1 arrivals · 0 departures
Advisor
Aug 18 · team liftout
Arrivals
Jeffrey Thompson
Aug 21 · from AllianceBernstein's Bernstein Private Wealth Management
Departures
None tracked.
PWD coverage
The Close
The platform talent war moves upstairs
Citi's same-day haul from MSCI, Morgan Stanley, and J.P. Morgan, plus Orion's reshuffle and Cetera's capture of Fidelity's Ed O'Brien, pushes platform leadership to the center of the distribution war.