Team move
Trace Shapiro
NEW EDGE WEALTH → NewEdge Wealth
What changed
One of four wealth managers hired to staff NewEdge Wealth's new Fort Lauderdale office; team brings over $3B in assets. Previously worked at Bank of America Private Bank and Merrill Lynch.
- Reported / discovered
- Sep 2, 2026
- Effective
- Not reported
- New role
- Not reported
- Previous role
- Not reported
- Market
- Fort Lauderdale, FL
- Reported book
- $3B
- Reported team size
- 4 people
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
The DI Wire ↗Sep 2, 2026 · Reporting
Registration record ↗Sep 6, 2026 · Registration observation
Registration records support an affiliation observation. They do not independently confirm every role, team member, date, or asset claim.
Record history
2 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled